Voiding a Transaction

You should void a transaction if you made a major mistake during ring up, such as ringing up a client for the wrong appointment.

Important:  You should issue a refund in situations where you want to offer a goodwill gesture by giving the client their money back, such as when a client received poor service.  Click here for instructions on how to issue a refund.

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. Complete one of the following:

  • 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. Click Void.

  6. Click Yes.

  • If a notification displays asking if you want to reverse the charge, click Yes.

  • If a notification displays indicating that Element has settled the charge, click OK, click Yes, and click OK.

  7. Click OK.

  Note:  If the client paid with cash, select Register > Open Cash Drawer and refund the amount paid out of the drawer.

   

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. Click Void.

  8. Click Yes.

  • If a notification displays asking if you want to reverse the charge, click Yes.

  • If a notification displays indicating that Element has settled the charge, click OK, click Yes, and click OK.

  9. Click OK.

  Note:  If the client paid with cash, select Register > Open Cash Drawer and refund the amount paid out of the drawer.

   

related links

Editing a Transaction

Issuing a Refund

Voiding a Membership