Reconcile Purchases

Most organizations will want to reconcile the purchases made within the Store module with what they see in their processor account. Here’s how to do that…

  1. Log in to PTOffice
  2. Click on the hamburger menu and choose STORES from the module list
  3. Click on the MORE menu to expand that section
  4. Click on ACTIVE ORDERS menu item
  5. If desired, click the small filter icon to filter your order displayed
  6. Select the orders you wish to reconcile
  7. Once all desired records are selected, click any order's three dots option along the right and choose MARK AS RECONCILED

NOTE: Most users will open their processor account side by side to easily confirm that the orders they are about to reconcile have been processed into their account.

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