How to Void a Transaction
Voiding a transaction is an easy way to completely wipe out a sale without having to initiate a full refund. By performing a void, you will wipe out the previous transaction allowing you to simply re-run that purchase after making any necessary adjustments.
IMPORTANT - When a cash sale is voided, the cash value also is removed from till reports, so it looks as if there was never any cash exchange. In the case of debit, this workflow will differ, because POSaBIT has no way of voiding a debit payment once the customer's debit card has been charged. To overcome this hurdle, we have built out new functionality that will allow you to reopen a voided cart, and apply the customer's initial debit payment to the new sale.
For example, let's say the budtender completes a DEBIT sale for $10.00, but the budtender forgot to apply an additional 10% discount. The original sale would get voided, and then the budtender has the option to reopen the cart and apply their debit 'credit' to the new sale of $9.00. $1.00 cash is then refunded to the customer. The benefit of using a void vs. a return in this situation is that the budtender can simply return the difference to the customer in cash, and also does not have to re-run the customer's debit card on the 2nd sale.
Enabling Voids:
- In the POSaBIT POS portal, navigate to the General Settings page. Under Payment Methods, click the checkbox to Allow Voids.
- Under Advanced, you can also enable the feature to require a Manager PIN to void sales.
Follow the steps below to perform a void:
-
Perform sale using the POSaBIT POS
-
The customer notices a mistake on the receipt and would like to re-run the purchase (for example if a budtender forgot to apply a discount)
-
First, enter your employee PIN, ensure that you are using the same terminal that made the original purchase
-
NOTE: Voids can only be performed on the terminal that was used to run the original transaction
-
NOTE: Voids can only be performed on the terminal that was used to run the original transaction
-
Select the hamburger menu in the top left-hand corner and press "Sales History"
-
On the sales history page, locate and select the transaction that you would like to void
-
You will now see a pop-up with an overview of the purchased products, press the "Select All" box to select all products for the void
-
NOTE: Voids can only be run with all products, therefore, ensure to select each product individually or the "Select All" option for the void button to be enabled
-
NOTE: Voids can only be run with all products, therefore, ensure to select each product individually or the "Select All" option for the void button to be enabled
- Press the teal "Void" button to initiate the void process
- If a manager pin is required, enter the appropriate manager pin.
-
Next, you will be prompted to select a reason for the void, if none of the pre-build reasons apply, press the "Custom Reason" to enter your own reason
- After entering your reason for the void, press "Yes - Void"
- Finally, you will see a pop-up labeled "Void Confirmation", depending if cash or debit was used for the initial purchase will determine what options are available on this confirmation pop-up
- For cash transactions, you should always return cash to the customer while onthe "Void Confirmation" pop-up
__________________________________________________________________________________________________________________________________________________________________
CASH PURCHASE - VOID CONFIRMATION
- REOPEN VOIDED CART: This button will open a new cart that is identical to the previous "voided" transaction. Use this option if the customer would still like to make a purchase
-
DONE - LOGOUT OF POS: Use this button if the customer wants money back and has no interest in performing another transaction, very similar to a refund/return
DEBIT PURCHASE - VOID CONFIRMATION
- VOID & REOPEN ORDER: Using this type of void will add a "Debit Rollover" balance into the applied payment methods of the new cart. Depending if the new cart total is higher or lower than the previous transaction the budtender will then be prompted to return cash to the customer or charge the customer for the remaining balance
- RETURN & GIVE CASH REFUND: Use this void method if the customer wants money back and has no interest in performing another transaction, very similar to a refund/return
-
CANCEL: This process will cancel the void process for the transaction
