Review open transactions
Find sales and purchases that have not been fully settled.
In this guide
- Check the transaction status
- Review the amounts
- Continue to payment entry
1. Check the transaction status
Find a sale or purchase marked unpaid in Transactions. Use the customer, transaction type, and status filters together to narrow the list.
2. Review the amounts
Open the transaction to review the total amount, paid amount, and unpaid amount. An unpaid sale is managed as a receivable, while an unpaid purchase is managed as a payable.
3. Continue to payment entry
Tap Record payment from the transaction detail to record the amount received or paid. When the full amount is settled, the transaction status changes to paid or completed.