Viewing receipts in X1 Payment Tracker

Updated by Heather Jones

Payment Tracker in X1 allows users to keep track of customer costs and receipts as well as payments made to customers. Payment Tracker is located under the Tools tab. 

Note: Payment Tracker is not available for all profiles; if you do not have access to it, contact your company administrator to add it. 

Adding receipts 

To add a customer’s receipt, do the following: 

  1. Open Payment Tracker (Tools > Payment Tracker) 
  2. Select the Qty button for any line item included on the receipt. 
  3. In the Receipt Management window that opens, select Add. 
  4. In the Add Receipt window that opens, fill in all the appropriate fields. 
  5. Select Add Receipt Image. 
  6. Navigate to and select the image file in the folder window that opens. 
Note: In the Add Receipt window, you can modify the image name. 
  1. Once you have filled in all the fields, select OK to save and close your changes. 
  2. Repeat the process for any additional items on the receipt. 

Viewing receipts 

To view or modify the receipt for an item, do the following: 

  1. Open Payment Tracker (Tools > Payment Tracker) 
  2. Select the Qty button for any line item included on the receipt. 
  3. In the Receipt Management window that opens, select Edit to open the Edit Receipt window. 
  4. Select Full Image near the bottom of the window. 
Note: The viewing window has zoom options, undo and redo options, and the options to export or remove the image. 
  1. When you are done, select Close. 

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