Voids can only be performed for unreconciled transactions where a POS register was applied. Also, access to voids is restricted by the Void Transaction permission in Security.
Note
This topic describes void functionality in general. If you use the Paymentus payment vendor to tendering, issuing refunds, and voiding transactions, refer to the Web Sales knowledge article for specific guidelines on using Paymentus.
Selecting a starting block configured to begin a void displays the New Transaction page. A Void Transaction grid is displayed below the Basic Information upon specifying a customer. This grid lists the transactions eligible for voiding with the following information:
Store Location Name
Register Name
Transaction Type
Transaction State
Entered by (user)
Sales Associate/Sales Channel
You can use the search section to display specific list based on the search criteria you enter: transaction date (submitted from-to range) and/or receipt number.
Select one or more transactions to void. On saving your selections, the order proceeds through the Detail, Summary and Submit Order pages. At each step you can review the items to be canceled and their respective charges.
Note
The Details shows the items and respective charges taken on the transaction to be voided. You cannot edit or remove items from here.
The Summary also shows a breakdown of items and respective charges.
Submit provides a final review opportunity before submitting the order. It does not prompt for adding tenders as this is not needed. You can generate a receipt or direct invoice; however, email functions are not supported.
