Editing a Transaction

You can edit a transaction to correct issues such as crediting the wrong employee with the sale or forgetting to apply a tip.

Important:  If you need to edit a transaction and you are using AccountSync, you must complete the edit before you upload the transaction to QuickBooks.  If you edit a transaction already uploaded to QuickBooks, you need to adjust the transaction in QuickBooks to reflect the changes made in Millennium.  Refer to the AccountSync User Guide for the best practices to follow when uploading Millennium data into QuickBooks.

Method 1

Use this method if you know the client's name or the ticket number.

• Instructions

  1. Select Register > Find Transaction.

  The Find Transaction window displays.

  2. Select one of the following options:

  • Search using the client's name = In the Find Transactions For field, type the client's name in "lastname,firstname" format and press Enter.

  • Search using the ticket number = In the Find by Ticket # field, type the ticket number for the transaction and press Enter.

  The Find Transaction window expands to show transaction details.

  3. Select the transaction.
  4. Click Ok.

  The Register displays with the transaction details.

  5. Edit the transaction.
  6. Click Save.

  The Change Due window displays.

  • If you do not need to add a tip, click Ok to save the transaction.

  • If you need to add a tip, click Cancel and proceed to Step 7.

  7. Click Auto-Tip.

  The Auto-Tip Window displays.

  8. Complete the following:

  1. In the Tip field, type the percentage of the balance due to apply as the tip, or click % and type the dollar amount to apply as a tip.

  2. Click Round Tip Amount to round the tip to the nearest dollar.

  9. Click Ok.

  10. Collect payment for the balance due as normal.

   

Method 2

Use this method if you only know when the transaction took place.

• Instructions

  1. Click on the toolbar.

  The Register displays.

  2. Click the Transaction Listing tab.
  3. Select filters to locate the transaction.

  4. Click Show.

  A list of matching transactions displays.

  5. Select the transaction.
  6. Click Edit.

  The transaction details display.

  7. Edit the transaction.
  8. Click Save.

  The Change Due window displays.

  • If you do not need to add a tip, click Ok to save the transaction.

  • If you need to add a tip, click Cancel and proceed to Step 9.

  9. Click Auto-Tip.

  The Auto-Tip Window displays.

  10. Complete the following:

  1. In the Tip field, type the percentage of the balance due to apply as the tip, or click % and type the dollar amount to apply as a tip.

  2. Click Round Tip Amount to round the tip to the nearest dollar.

  11. Click Ok.

  12. Collect payment for the balance due as normal.

   

related links

Daily Tasks - Register