Changing Tender Type After Invoice Creation

To change the tender type after a sale has been invoiced, follow the steps below:

Step1

In the main menu, go to Sales and select Sales Search.

Step2

Click the pen icon in the Actions column for the sale where you want to change the Tender type

Step3

Select the Payments button.

Step4

Select Make Refund in the Payments modal.

Step5

Select the checkbox next to the displayed payment line. Enter the full refund amount in the Refund Amount field. In this case, you do not need to select a refund method from the Options drop-down. The system will automatically default to the original payment method used.

Step6

Select Pay.

A Confirm Refund modal will appear. Click Proceed to continue.

Step7

The Payments modal will reopen.

Select the appropriate Tender type from the list, then click Pay .

This completes the process of changing the tender type after a sale has been invoiced.