Understanding Sales Records

Sales records let you see the full purchase history for any buyer. Here’s how to navigate and use them:

• In Sales > Record Sales, find a buyer’s name and click it to see all of their purchases.
• Click a confirmation number to open the details for that specific transaction — items purchased, price, personalization, and payment history are all shown.
• Payment management:
  • If a balance is still owed, the Make Payment and Mark as Paid buttons are active.
  • Click Mark as Paid in Full for a one-click payment, or Manage Payment to record a partial payment.
• Deleting payments: In-school payments can be trashed from within the record. Online purchases cannot be deleted — refunds for online orders must go through the Yearbook Order Center directly.
• Download a receipt: Click the Receipt button to download a PDF receipt to provide to the student. Receipt customization (e.g., who checks are payable to) is controlled in Sales Setup.
• Edit personalization: Within a purchase record, you can update the personalization details for any personalized item.