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…
- Log in to PTOffice
- Click on the hamburger menu and choose STORES from the module list
- Click on the MORE menu to expand that section
- Click on ACTIVE ORDERS menu item
- If desired, click the small filter icon to filter your order displayed
- Select the orders you wish to reconcile
- 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.