How to Void the Sale and reapply the Payment Transaction

Modified on Thu, 14 Nov, 2024 at 1:42 PM

This article provides a guide on how to void a sale without voiding the associated Credit Card Payment Transaction and later applying this payment transaction to another sale. Follow these steps to manage sales efficiently.

You may refer to this video for a step-by-step guide on voiding a sale and reapplying a transaction:

https://www.youtube.com/watch?v=4zridgwN4C4.

Step 1: Access the Sale Details

To begin, access the Sale Details by searching for the sale in the bottom left corner. You will need the sale number. In this example, we have already prepared a relevant sale coming from the customer Lequirus which is sale # #SL0002135.

Step 2: Void the Sale

Locate the admin button in the top right corner.
In the dropdown menu, select the option that excludes voiding the Credit Card Payment.

Note: It is crucial to choose this option; if you void the payment transaction along with the sale, the system will automatically issue a refund, which is not desirable in this example.

Once you select the option, a pop-up dialog will ask for confirmation. Click Yes. The sale will now be voided, and you will no longer be able to access its details. However, the payment transaction information is still stored in the system and can be used for a future sale.

Step 3: Create a New Sale

Now, proceed to create a new sale. Feel free to follow along with the creation process. For more information with regards to creating a new Sale in the POS, you may refer to this article [Submitting a New Sale through the POS]

Step 4: Attach the Previous Payment

When you reach the payment section, select the payment option as Credit Card.
In the opened dialog, press Find Already Processed Payment. This will display the payments that can be applied to your new sale.

Note: The amount you are collecting must be the same as the original payment transaction amount; otherwise, the original payment will not appear.

Step 5: Complete the Sale

Once you select the payment, the system will automatically apply it to the sale. Finish the sale by pressing the Submit Sale button.

Troubleshooting

For any issues encountered when voiding a sale or reapplying a transaction, please contact Flawless POS support for assistance.