Searching for/modifying an equipment lending transaction

You can view a customer's equipment lending history by searching for that customer's equipment lending transactions.

1. Go to Front Desk > Population > Customers.

2. Search for and select the customer that you want to view.

3. Click View Transaction History.

4. In the Criteria section, click Equipment Loans and make sure all other checkboxes are unchecked.

5. Click Search.

6. In the History section, click the Equipment Loan transaction that you want to view.

7. Make any necessary modifications to the transaction.

8. Click Submit.

Related topics

Signing out lendable equipment

Signing in lendable equipment

Creating or modifying lendable equipment