How do I find a receipt number if I don't know the household?
RecTrac 3.1.10.11.00
Table of Contents
Problem
I have a transaction I need to refund, I know the date and time of the transaction but I do not know the receipt number or the household. How do I find a receipt with only the day and time?
Solution
If you know the day and time of the purchase, you can go to Receipt Reprint and search using that date as the begin and end date. You don't need any other information to run the search. Once you run that, you can sort by the time and look for that specific time. You'll be able to find the receipt number that way.
Steps For Solution
- In Rectrac, go to Receipt Reprint
- Enter the date of the transaction as the begin and end date
- Click Search
- Sort the results DataGrid by time and look for the exact time of the transaction
- Once you locate the transaction, highlight the receipt from the DataGrid
- You can now either toggle on Print/Preview/Email Receipt
- Click Reprint Receipt
Once the Receipt preview displays/finishes printing, you should be able to gather the household number from the Receipt Header. Alternatively, you can also run a Cash Journal report for that date/time period and attempt to locate the receipt on the report.