Sales - Edit Payment Type

Introduction

When using non-integrated card payments, if a customer receipt is taken and accidentally put through as Cash instead of Card, there is a way to alter this.

Security

To enable this feature, go to Tools-Tools Menu-Security-Group Access Rights, select the Group you want to give access to this feature, then select Sales from the Menu dropdown and set Adjust Sales Figures to True:

Editing

Go to Sales-Sales Queries-SO/EPOS Details, and search for the transaction. Click on the row, then click Adjust:

On the screen that appears, it will have the original Sale Total at the top and the payment method that was originally selected. In this example €156.10 as Cash:

As it should be card, clear the Cash field to 0.00 and then type the amount, in this example 156.10, into the Card field. The same principle can be used to change to Cheque, or from Card to Cash, etc:

Then click Save, and click Yes to the prompt. And as can be seen below, the Credit Card column is populated, instead of the Cash field:

This is just for reporting and the Nominal accounts. The invoice will still state the original payment method, as this will already have been issued to the customer, and it is not possible to edit the payment type on the actual invoice.

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