Payments

Change the method of a payment already taken

You marked a payment as cash and the customer paid by card, Zelle or check. If the register that took it is still open, the owner or a manager can fix the method in a minute — and it changes everywhere that payment shows up, not just on one screen.

1. Find the payment

   In a repair or a layaway: its Payments section. In phone services and top-ups: the row of the transaction. For a sale: in the sales list, tap Payments on that sale.

2. Tap Change method

   Next to the payment, tap Change method. The window shows the current method and the amount. If the payment was split across several rows (one per repair), they all change together.

3. Pick the new method

   Choose it under New method. For a check, pick Check: a Check number box appears; typing the number is optional.

4. Confirm

   Tap Change method. It changes in the register close (Z), the receipts and the reports, and it is logged in Activity with who did it.

5. Only the owner or a manager, with the register open

   Only the owner or a manager sees the button, and only while the register that took that payment is still open. Once its Z report is closed, refund it and charge it again.

6. What cannot be changed

   Terminal or online payments (Clover, the payment gateway), store credit, gift cards, trade-ins, refunds, and payments that already had money refunded. Fix them by refunding and charging again.

7. When there is a surcharge

   If the payment carried a surcharge, or the shop charges one by method and the switch would cross it, it cannot be changed: refund it and charge it again with the right method.

8. If the button is greyed out

   Rest the pointer on it: the tooltip says why (register closed, terminal payment, surcharge…). If there is no button at all, you are not the owner or a manager: ask one of them.