At the center level, you can allow or block register closure for open invoices for all item types or for specifically selected types of open invoices. 

To block/allow register closure for open invoices

At the center level, you can allow or block register closure for open invoices for all item types or for specifically selected types of open invoices. Follow the below steps to block/allow register closure for open invoices:

  1. Ensure that you are at the center level
  2. Navigate to Admin > Organization > Centers > Click the center name > Click Settings > Expand Appointment Book.
  3. Scroll down to Register closure with below open invoices.

   4. Select Allow or Block from the Register closure with below open invoices drop-
      down.
      Allow option will permit closure of the cash register even with open invoices and
      Block will not permit the action. 

  5. Choose to allow/block closure on:

  • All item types: Select this option to allow or block register closure on all item types of open invoices (services, products, memberships, recurring payments, and future sale) 
  • Selected item types: Select this option to allow or block register closure on selected item types.
    For example, if Block is selected for Product only, then the cash register cannot be closed if there is an open product sale invoice.

See Also

Close Payments in the Appointment Book

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