Ticket Manager

Voiding Invoices

1. From the Office menu, select the Ticket Manager button. 2. Enter the ticket number you wish to Void in the Search highlighted below and press enter to retrieve the ticket information. Remember that tickets do not contain dashes. So if you want to void invoice 253-1, you would search for ticket 253. No dashes. 3. Once the ticket is found, select the Invoice you wish to Void, using the checkboxes on the right-hand side, highlighted below. 4. With the desired Invoice selected, press the Void button on the right-hand side of the screen. A confirmation modal. When ready, press the “Void Invoice” button in the modal. Please note that if any payments have been received for that ticket, once voided, the payments will be applied as store credit for the customer to which the ticket belongs. If you do not wish the payments to remain, you must void the payments before voiding the ticket. 1. Once the “Void Invoice” button is pressed, the invoice will be marked “Void” as shown below. If that is the only Invoice in the ticket, the entire Ticket will be marked Void, also shown below.

Undoing Pickups

Occasionally, an invoice or item will be accidentally marked as picked up. When this happens, you can undo pickups from the Ticket Manager area. - Head to the Ticket Manager module in the Office section. - On the Ticket Manager, search for the ticket or customer name you wish to work with. In this case, we have searched for Ticket 475. Remember Tickets are just numbers, Invoices have dashes, for example, 475-1. In the Ticket Manager, you may only search for Tickets, like 475. Once you have entered a ticket number or customer name, press_Enter_ on your keyboard or click/touch the magnifying glass to the right of the search box. - Note that the Invoices (475-1 & 475-2) have been Picked Up and Paid as indicated by the dates that each event occurred. - For the purposes of this example, we are going to undo the pickup on invoice 475-1. We can do this by selecting the checkbox that corresponds with that invoice and then pressing the Undo Invoice Pickup button. - After pushing the_Undo Invoice Pickup_ button, you will receive a confirmation on the bottom-left portion of the screen. More importantly, the Pickup Date for that invoice will be cleared. - If we return to the Pick/Pay module, we will see that the invoice we undid the pickup for, 475-1, now appears with the Pickup Pending.

Backdating Tickets & Invoices

Occasionally it is necessary to edit the creation or due date of a ticket or invoice. When backdating tickets or invoices, to maintain consistency across all reports, it is best to edit both the Ticket creation date and the Invoice creation date. If you edit only one or the other, it is possible that on a report that shows an invoice date instead of a ticket date or a vice versa, it won’t reflect the date you want because only one was edited. In this article, we will discuss how to edit both. - Head to the_Ticket Manager_module in the Office section. - Search for the customer name or ticket number you wish to change dates for. Please remember to search for the ticket. Tickets numbers don’t have dashes, in our example below, we are searching for ticket 557. Invoice numbers have dashes, for example, 557-1 or 557-2. In this search box, we want to enter either a customer name or a ticket number. - To edit the Ticket Date, first, select the ticket. You’ll recognize the selected ticket because it will have a thin red vertical line to the left of the ticket, as shown below. Once the ticket is selected, select the_Edit Date_button. - A modal will appear with the date and time for the Creation Date of the ticket. Adjust to whatever date you need and then press the Save button to commit the changes. - To edit invoice creation dates, press the_Edit Invoices_link highlighted below. - A modal will appear where you can edit the Creation and Due Date of the invoice. When editing, be careful to maintain the format the system uses. As you edit these fields the system will automatically save. You will notice the Success confirmation on the bottom-left of the screen as you make your edits.