Cash Receipts Action Buttons

The Record Header located at the top of the page indicates which specific record has been selected and for what purpose (new, edit, quick view), provides access to shortcuts to the various Sections of the record (located in the Anchor Bar), and displays record specific Action Buttons (discussed below.)

For more information see User Interface.

Cash Receipt Header

Action Buttons
Process / Unprocess (button)

New cash receipts are unprocessed by default, which is what allows the user to add and edit information. Clicking the 'Process' button finalizes the information on the cash receipt, takes you back to the Cash Receipt Navigator, and makes the details unavailable for editing.

  • The system automatically processes cash receipts when the user clicks 'OK' to save and close it.
  • To make changes to a cash receipt that is in an un-posted period, edit it and click the 'Unprocess' button that will be displayed.Unprocess Button
    • Cash receipts in posted periods cannot be unprocessed.
  • Unprocessing or deleting a receipt that was synced to Commerce Suite from a manual cash receipt does not update Commerce Suite. The system warns you that the balance must be corrected in Commerce Suite. No cancels. Yes continues. Unprocessing also clears the sync link on the receipt.
  • Unprocessing a receipt created from a Commerce Suite payment displays this warning: "This cash receipt was created from a Commerce Suite payment. Unprocessing it could cause JobBOSS² and Commerce Suite to be out of sync. Do you wish to proceed?" No leaves the receipt processed. Yes unprocesses it and does not update Commerce Suite until the receipt is processed again or deleted. Processing it again sends the current balance. Deleting it removes the receipt and sends the open balance back to Commerce Suite.
Void/Refund (button)

Use Void/Refund to refund a payment that Commerce Suite created. This button is separate from Issue Refund, which is used for Stripe and NET1 receipts and is still a full refund only.

Void/Refund is available when all of the following are true:

  • The receipt type is Commerce Suite, and the receipt has a Commerce Suite payment.
  • The receipt is processed, not posted, in an open period, and in your base currency.
  • It is applied to one invoice, and that invoice still has an amount paid.
  • The customer and the invoice are linked to Commerce Suite, and Commerce Suite is enabled and connected.

For more information see Refund a Commerce Suite Payment.

Audit Trail (button)

This option displays information regarding activity that has taken place with regards to the selected record.

  • Provides the following information:
    • User: Indicates who performed the Action
    • Action: Indicates what the User did
      • NEW: Used when the record is created
      • EDIT: Used when the record is closed by clicking OK - even if nothing was changed on the record
      • VIEW: Used when the record is closed by clicking Cancel
    • Date: Indicates when the Action took place
  • Information can only be viewed, not edited or deleted
  • An Audit Trail Summary can be printed by going to Reports > G/L > Audit Trail Summary within the system.

For more information see Audit Trail.

Save (button)

This button is used to close the record and save any changes that have been made while it was open. In addition, the dropdown button allows you to Save and:

  • Close - close the open record.
  • New - open a new blank record.
  • Print - print any of the reports related to the open record.
Cancel (button)

This button is used to close the record without saving any changes that may have been made while it was open. If this button is used after a change has been made to the record, the system prompts to verify whether the record should be closed without saving the changes.

Answering "Yes" to the prompt closes the record without saving the changes.

Answering "No" to the prompt leaves the record open.