Settlement

Settlement

While on the main menu, select the Settlement option to close all the transactions, such as sales and surveys, of the current business day and see any details regarding a transaction, on the Settlement tab.

By closing all transactions at a specified date by creating a settlement, the user will have a more organized way to track the transactions made on a certain, user defined, span of days.

Once done analyzing, click the button at the top right to finalize the settlement.

On the History tab the user will be able to view a list of the processed settlements and the date in which they were processed at.

By clicking on a settlement, the user will be able to view a document featuring a summary of all the different transactions made to each customer, including details such as the amount, order number, and transaction date.