Can I change a closed sale to an On Account sale?


Latest update: - Carla Masangcay

Setup

  • Vend for Mac or PC
  • Vend for iPad

Answer

No - you need to void the sale and recreate it as the correct sale type. 

Voiding the original sale:

  1. Click Sales Ledger
  2. Search/Click the sale
  3. Click Void

Recreating the sale make it an On Account sale:

  1. Replicate the sale in the Sell Screen
  2. If you originally took cash deposit/partial payment, click Pay, Add the amount then select Cash (you can skip steps 4 to 8)
  3. Put the sale on Account - If you took a different payment type then follow steps 4-8
  4. Click Sales ledger
  5. Search/Click the sale
  6. Click Apply payment/refund
  7. Click the correct payment type
  8. Type the correct payment amount

It is not possible to change a closed sale to an On Account sale unless you void and recreate. 

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