Allow or Exclude Zero Balance Items in Cashiering

I would like to allow or exclude zero balance items for a payment type or for a specific user

• Cashiering

• Payment Types

• Zero balance items

Informational

2021+ Web Based Client

Adjust by User - Individual user adjusting their own settings

1. In the top right corner, select your profile icon, then select Preferences

2. Toggle Exclude zero balance items in search on or off

3. Click Save

Adjust by User - Requires Administrator permissions

1. Navigate to Administration > Users

2. Locate the desired user and click the Pencil/Edit icon

3. Select the Preferences tab

4. Toggle Exclude zero balance items in search on or off

5. Click Save

Adjust by Payment Type - Requires Administrator permissions

1. Navigate to Administration > Payment Types

2. Locate the desired payment type and click the Pencil/Edit icon

3. Select the Processing tab

4. Toggle Allow zero balance items on or off

5. Click Save

2019.1/2019.3 Desktop Client

Adjust by User - Individual user adjusting their own settings

1. In the top ribbon, select Preferences

2. Under Searching, check or uncheck Exclude zero balance items

3. Click Save

Adjust by User - Requires Administrator permissions

1. In the top ribbon, click Setup

2. Click Users

3. Locate the desired user and click their name

4. Select the Preferences tab

5. Under Searching, check or uncheck Exclude zero balance items

6. Click Save

Adjust by Payment Type - Requires Administrator permissions

1. In the top ribbon, click Setup

2. Click Payment Types

3. Locate and select the desired payment type

4. On the Processing tab, check or uncheck Allow zero balance items

5. Click Save