How to edit or delete an existing transaction

Sometimes a mistake is made and it needs to be corrected.

To change a transaction:

  • Select the Client option from the main menu
  • Select the client’s name you wish to edit
  • Select the history tab at the top of the screen
  • Select the purchases tab in the main area of the screen
  • Press the Edit Transaction button, make your changes and save
  • OR press the Delete Transaction button
  • Then editing transaction screen will appear

Note: You must be logged in with correct permissions to be able to do this.

You can either edit the transaction or delete the transaction as shown in the screenshot below.

  • Payment Method-  This is where you can change the type of payment that was used to finalize the payment through POS etc. Cash, Credit card, Eftpos and zip pay
  • Reason- This where you can add a reason so to why the transaction was edited
  • Location- If you have more than one business location apply to your client diary this is where you change the business location for the transaction.
  • Date Of Transaction- This is where you can change the date of transaction you are editing
  • Employee- This is where you can change the employee that checked out the transaction