How to remove payment from a sale


Latest update: - Lucia Palozzi

Objective

Remove a payment from a sale that was applied in error.

Setup

  •  Vend for Mac or PC

Steps

  1. Click Sales Ledger 
  2. Search for the sale with the incorrect payment
  3. Click on the sale to expand it
  4. Click Apply payment/refund
  5. Select the payment type from the 'Payment type' drop-down
  6. Enter the amount that needs to be removed as a negative amount
  7. Select the register from the 'Register' drop-down
  8. Select the payment date in the 'Payment date' field
  9. Select the payment time from the 'Payment time' drop down
  10. Click Save

Additional Information

  • If the total payment left on the sale after the above is less than the total, the sale will be in a Parked state
  • Removing a payment in the sales ledger does not return any funds to the customer. To return funds to a customer, process a refund on the sell screen using these steps
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