Viewing Sales Order Details for a Student

Learn how to see specific details about any purchase in your Sales system, including sales made in person and online. See, too, how to generate your own receipts.

16 steps

Click "Sales"

Click "Record Sales"

Search for the person whose record you'd like to inspect.

Double click their name to open the sales record.

Double-click any specific sale if they have made more than one purchase.

Notice an Order Details number providing the confirmation number for the transaction.

Notice Payment History where we record how and when payment was made.

Click "REFUND" if you need to give back money for book sales recorded in person.

Input whatever amount you are refunding.

Click "Refund" to process your refund transaction.

Click "RECEIPT" to automatically download a PDF receipt of this transaction's details.

Click "BACK TO BUYER LIST" to close an individual sale record.

Let's look at another record.

When "From" says "Order Center", it means it was an online transaction.

When Payment History says Order Center, this is a payment placed online that cannot be deleted or refunded through this Sales module.

Click "RECEIPT" to print a receipt for any online transaction. Your purchasers are also emailed a copy of this receipt at their point of purchase.