If you have made a mistake on a transaction, you can go back and change it. You can edit the details of a transaction (operator and payment method) as well as delete a transaction, re-process it for the correct amount and backdate it to its original transaction date:
- Changing the operator who processed the transaction
- Changing the payment method type for a transaction
- Deleting a transaction
- Changing the transaction sale amount
- Backdating a transaction
Go to POS, then into your Transaction List. Change the dates to the day when the transaction was processed.
Changing the operator who processed the transaction
Click Details next to the transaction and you will be able to change the operator via Edit in the Transaction Item Details section.
On the right side panel choose the correct operator and Save.
Changing the payment method type for a transaction
Click Details next to the transaction and you will be able to change the payment method type via Edit in the Payment Method Details section.
On the right side panel choose the correct payment method, and Save.
Deleting a transaction
Deleting a transaction will remove all record of the sale. This is different from refunding a transaction, which keeps evidence of the original transaction.
Say for example you've added a client's appointment to POS and after processing it you've realised something was put through incorrectly, you can delete the transaction so that the appointment is open again and you can process it again. Or maybe you were testing something out and you'd simply like to delete it.
You can also delete a refund transaction if you've made a mistake!
To delete a transaction, you need to locate the sale (or refund) in your Transaction List via POS, and click the red cross next to the transaction:
Click Delete to confirm that you would like to delete the transaction.
Changing the transaction sale amount
If you've processed a sale but need to change the transaction amount, you need to delete the original transaction so that it can be reprocessed through POS with the correct amount.
First locate the transaction in your Transaction List via POS, by changing the dates, and click the red cross next to it to delete it:
Click Delete to confirm that you would like to delete the transaction.
Now go back to your Appointments page to the day of the original appointment (for the transaction you just deleted). You'll notice that the appointment won't be grey anymore as the transaction doesn't exist anymore:
If you have Advanced Discounting on (or even if you don't), you can edit the service price before adding the appointment back to POS. If you click on the client's name to bring up Visit Details, you can click Edit Details:
Appointment Details will open up on the right hand side, where you can adjust the Cost. You can also change the original service that the client had by choosing a new service from the the Type drop down menu:
Once you click Save this service will now reflect the new price you've just updated. Once you add the client back to POS it will now show the correct price and you can process it as normal!
If you don't have Advanced Discounting enabled, you also have the option of changing their service price within POS. So after you have deleted the transaction as mentioned before, you can now add the client back to POS.
Once in POS, if you click on the service row as shown below, you will be able to Edit Service Item to the right:
Adjust the services/sale amount as required to ensure that the correct amount will be processed in this new transaction. If you are changing the services, in the event that the client had different services to what they were originally booked in for, click here to learn the correct way of doing this.
Once you have re-processed the transaction via POS for the correct amount, you will need to backdate the transaction so that it appears on the original day's transaction list (if you're doing this on a different day to when they actually came in).
Backdating a transaction
To backdate the transaction, locate it on the Transaction List in POS, and Edit the transaction.
On the right side panel change the Transaction Date and Save.
If you have any questions, please send them to us via the Submit a Request option in your Help & Support page.