Title here
Summary here
Adjusting Sales
What you’ll learn
After reading this guide, you’ll be able to:
- ✅ Correct the payment method on a finalised sale without refunding
- ✅ Understand which payment changes are allowed
- ✅ Use the Review Sales window to manage sales adjustments efficiently
What you’ll need
- Access to the POS with Review Sales function button
- Sales already finalised in the system
- Knowledge of allowed payment methods (cash or manual HQ-set methods)
Understanding Payment Adjustments
Sometimes a sale is recorded with the wrong payment method. Instead of refunding and repeating the transaction, you can adjust the payment method directly.
⚠️ Important:
- You cannot change integrated EFTPOS payments.
- Only payments made with cash or manually set up payment methods in HQ can be adjusted.
- Any applicable surcharges for the payment method will automatically be added or removed.
How to Change the Payment Method of a Finalised Sale
- Press the Review Sales function button to open the Review Sales window
- Find the sale you want to adjust in the Sales List
- Press on the payment in the Receipt Section of the sale details
- Press the Correct Payment Method button on the right. A popup will appear showing available payment methods.
- Select the new payment method from the list
- Confirm the change to update the sale
💡 Tip: Double-check that the selected payment method is allowed before confirming.
Common Questions
Can I change integrated EFTPOS payments?
🚨 No — this function only works with cash or manual HQ-set payment methods.Will surcharges adjust automatically?
✅ Yes, any payment method surcharges will be added or removed based on the new method.Do I need to refund and re-enter the sale? ❌ No, you can directly correct the payment without a refund.
Best Practices
- ✅ Use this function for small mistakes or misrecorded payment types only
- ✅ Always confirm the sale is finalised before attempting adjustment
- ✅ Train staff on allowed payment adjustments and surcharges
- ✅ Review adjustments in HQ reports periodically
Next Steps
- Adjust other sales as needed using the Review Sales window
- Monitor corrected payments in HQ for accuracy
- Prepare staff with clear instructions on when to adjust payments vs refunding
Summary
✅ Quickly fix misrecorded payment methods without refunding
✅ Only applies to cash/manual HQ-set payments
✅ Surcharges adjust automatically
✅ Review all adjustments regularly in HQ
Refunds (Coming Soon)
- This section will cover how to perform full or partial refunds on sales.