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Adjusting a sale's payment type

If you have the employee access rights, you can switch payment types and edit closing counts even after they're submitted at the end of a day. This lets you adjust incorrect entries. For example, if a sales associate selects the wrong payment type during a sale. 

Only payment types can be adjusted. You can't adjust payment amounts.

To adjust a payment type.

  1. From the main menu, click Settings > Adjust Payments.
  2. Locate the payment you want to adjust and click the Sale ID.
  3. Click Payments.
  4. From Type, select a new payment type.

    The Type dropdown.

The payment adjustment will save automatically.

What's next?

Setting up payment types

Configure payment types in Retail POS.

Learn more

Adding tax classes

Set special tax rates for different classes of items.

Learn more

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