BridalLive will record the date the Amount Due on your transaction is equal to $0. You can use the Zero Out date to filter your transactions on the Point of Sale Search Transaction screen as well as on your Reports Transaction Journal and Transaction Item Journal!
Enable Zero Out Date:
You can enable the Zero Out feature by going to Settings > Point of Sale > Preferences and select the checkbox to the left of Enable Zero Out date feature for all transactions and included filters and reports. Once enabled, refresh your browser with your BridalLive account to pull in all of the new features.
You can also enable the ability to add or edit the Zero Out date by User Role. You would enable this if you need the ability to add a Zero Out date for a transaction that met a Zero Out date prior to the release date of the feature, or if you need the ability to edit the Zero Out date that exists on the transaction. Go to Settings > Users & Security > User Roles > click Edit to the right of the User Role you would like to edit and select Point of Sale. Enable the ability to add/edit the Zero Out Date by selecting the checkbox to the left of the permission Update Zero Out Date.
Using the Zero Out Date
Once you have the Zero Out date enabled for your BridalLive account, the Zero Out date will appear on transactions from the release date of this feature (2/17/2021) and on all new transactions where the Amount Due is now equal to zero. You will see a calendar to the right of the Amount Due, and when you hover over the calendar can see the specific date. You will also now see you have a reminder on the transaction and the payment screen that any adjustments to the transaction and/or payments to edit the Amount Due will reflect in clearing out the Zero Out date.
If you have the User Role permission to update the Zero Out date and you need to add a Zero Out date to a transaction that already had an Amount Due equal to zero prior to the release of this feature, you can simply click the + to the right of the Amount Due 0. This can be for a pending or a completed transaction. BridalLive will default the date to the last date a payment was taken for this transaction.
If you have the User Role permission to update the Zero Out date and need to edit the Zero Out date, click the paper and pencil icon to the right of the calendar on the Amount Due 0. Select the date you'd wish to set (must be after the Order Date).
Once you select your date, BridalLive will prompt you to select Yes or No to confirm the update.
Filters and Reports for Zero Out Date
Once you begin using the Zero Out date feature on your transactions, you will be able to filter the Search Transactions screen by this as well as your Transaction Journal and your Transaction Item Journal. Please keep in mind the filter and reports will only report what the transaction states as the Zero Out date. If the Zero Out date was cleared or updated due to changes on the Amount Due, the filters and reports can only reflect the current information.