Print, Verify, Duplicate, Void, or Delete a Collection | Zayls

by Zayls
6 years ago
0 Views

Print, Verify, Duplicate, Void, or Delete a Collection

Print a Collection:

  1. Click the Collection you want to print.
  2. Click Print.
e1

Sample Print File:

e2

Verify a Collection:

Verifying a collection will make it non-editable for all users. This is a safeguard measure to keep the record’s integrity.

  1. Click the Collection you want to verify.
  2. Click Verify.
  3. A successful message will appear at the top-right corner.
e3
e4

Unverify a Collection:

Unverifying a collection will make it editable for all users.

  1. Click the Collection you want to unverify.
  2. Click Unverify.
  3. A successful message will appear at the top-right corner.
e9
e10

Only users with Collection-Verify permission can Verify/Unverify. To know more about User Roles, click here.

Duplicate a Collection:

  1. Click the Collection you want to duplicate.
  2. Click Screenshot 9 e1655437899115
  3. Click Duplicate. The collection details will be copied, and you may now edit details or add new items.
  4. Once you’re done, click  Save located at the bottom. A message will appear if the collection is created successfully.
e5

Void Collection:

  1. Click the Collection you want to void.
  2. Click Screenshot 9 e1655437899115.
  3. Click Void.
e6
  1. A  Void  confirmation dialog will appear. Click  Void  to void the existing collection or click  Cancel to terminate your action.
  2. A message will appear if the collection is voided successfully.
e7

Editing is not allowed once a transaction has been voided.

Voiding a Collection will also void all Payment Entries, Additions, and Deductions created in the form.

Delete a Collection:

  1. Click the Collection you want to delete.
  2. Click Screenshot 9 e1655437899115
  3. Click Delete.
e8
  1. A  Delete  confirmation dialog will appear. Click  Delete  to delete the existing collection or click  Cancel  to terminate your action.
  2. A message will appear if the collection is deleted successfully.

Deleting a Collection will also delete all Payment Entries, Additions, and Deductions created in the form.