Title here
Summary here
Workflows For Adjusting Sales
For experienced users who need a fast reference.
Quick Steps: Change Payment Method
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- Open Review Sales window
- Select the sale to adjust
- Choose payment in receipt section
- Press Correct Payment Method
- Select new payment method
- Confirm change
Requirements
✅ Sale must be finalized ✅ Payment must be cash or manual method ❌ Cannot change integrated EFTPOS payments
What Changes
Automatically adjusts:
- Payment method surcharges
- Receipt totals if surcharge different
Does NOT require:
- Refund and re-entry
- Customer to return
Common Questions
Q: Can I change EFTPOS payments? A: No - only cash or manual HQ-set methods
Q: Do surcharges adjust? A: Yes - automatic based on new method
Q: Need to refund? A: No - direct correction without refund