There are numerous situations where you may need to edit, void, refund or reprint a receipt. You can perform these actions on the POS, depending on your POS user permissions. You can then edit the receipt by selecting the green options icon on the bottom of the displayed receipt. The actions you have permission to perform will depend on the user permissions configured from the Back Office, but available actions include Email, Void payment, Refund receipt, Void receipt, Change payment, Create invoice and Print. This article will explain what each receipt action represents and how to carry it out.
You can access the Receipts screen from the POS. Log on to the POS Ordering screens, and select the Receipts tab on the bottom navigation bar. You will be brought to the Receipts screen. From here, you can search for receipts by amount, order name or receipt number by using the search field at the top of the screen. When you have selected the desired receipt to edit, select the green Edit icon. Receipt actions will open.
Please note that receipt actions may be limited depending on the permissions configured for each POS user and group.
Send an electronic copy of the selected receipt by selecting Email. You will be prompted to enter the recipient's email address. When done, select OK to send. For step-by-step help, see Emailing receipts.
Void Payment
If you ever wish to cancel a receipt's payment (for instance, if you made a mistake when applying the first payment), you can do so with the Void Payment action. By doing so, your receipt will reopen without a payment so that you can apply a new payment. After selecting Void Payment, you will be asked to confirm the action by selecting Void. You will be asked to state the reason for the void. Choose a void option from the list, after which point the order will reopen without a payment from the Order screen so that you can apply a new payment. If you ever wish to simply change the payment method (and do not need to adjust the payment amount), select Change payment.
Refund Receipt
You can refund a payment with the Refund receipt action. Please note refunds must be enabled from the Back Office to use this receipt action on the POS. Refunding a receipt will create a duplicate receipt with a negative amount so you can process the refund. After selecting the Refund receipt action, you will be asked to confirm the action by selecting Yes on the pop-up window. A duplcate order will reopen with a negative balance so that you can process the refund.
Void receipt
If you have to void a receipt entirely, select the Void receipt action. This will create a duplicate receipt with a negative amount so you can process a refund, if required. After selecting Void receipt, you will be asked to confirm the action by selecting Yes. You will be asked to state the reason for the void. Choose a void option from the list, after which point the order will reopen with a negative balance from the Order screen so that you can process a refund.
Change Payment
If you ever need to change a receipt's payment type, you can do so from the Receipts screen. Select the Change Payment receipt actions option. From the pop-up window, select Edit and choose another payment method from the list. After you have selected the new payment method, select Back and then OK to apply the changes. If you need to modify the payment amount, you can do so by voiding the payment and adjusting from the Payment screen.
Create Invoice
Select the Create Invoice receipt action if your clients ever require an invoice for their order. If the customer does not wish to leave contact details with your establishment, you can select walk-in client from the pop-up window to create a non-personalized invoice. To create an invoice with contact details, select Attach customer to invoice from the pop-up window to add the customer's name and contact details. If your customer is already saved in your system, you can save time by simply linking their customer profile to the invoice form. From the Create invoice pop-up, you can also specify information such as a fiscal identifier, itemized or partial invoice. When you have finished adding the required information, select OK.
If you need to print a copy of the receipt, select the Print receipt action option. A copy of the receipt will be sent to a configured receipt printer.
What's next?
Understanding the Receipts screen