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Adjusting Payment Types in Transactions

Sometimes, a transaction may be recorded with the wrong payment type in the Point of Sale (POS) system. This guide explains how to quickly and accurately update the payment type for a recorded transaction.

Follow these steps to modify the payment method:

  1. Access the Transactions Menu

    • Open the Point of Sale window.

    • Click the Transactions button located at the bottom left corner.

  2. Locate the Transaction

    • Find the specific transaction requiring an update.

    • Example: A visit by "David" recorded as a cash payment instead of a credit card.

  3. Edit Payment Details

    • Select the transaction and click Edit Payment.

  4. Remove Incorrect Payment Method

    • Adjust the recorded payment by selecting the incorrect method (e.g., cash).

    • Set the payment amount for the incorrect method to zero.

  5. Apply Correct Payment Method

    • Choose the correct payment type (e.g., credit card).

    • Enter the relevant payment details.

    • Press Done to save changes.

Key Takeaways

  • Ensure the payment type is accurate to avoid reconciliation errors.

  • Double-check all updates before finalizing.

  • Changes are effective immediately after saving.

Need Help?

For additional assistance, contact our support team.