Voiding an Invoice Transaction

SalesGuide > Sales > Entering Transactions as the Salesperson > Entering Sales Transactions > Invoice Transaction > Voiding an Invoice Transaction

Voiding a transaction deletes it from the list of unposted transactions and removes the tendered amount from the register record. It does not impact records outside the Sales module. If you choose to, you can include voided transactions in your Edit Reports so you can see that all invoice numbers are accounted for.

You cannot void a debit card transaction. If you don’t use authorization software or if you use TSYS TransPort, the only way to cancel a debit card transaction is to process a reversal transaction for the customer’s debit card and credit the transaction amount back to the card. If you use TSYS Genius, you must give cash back rather than credit the amount back to the card.

To void the sale that is currently in view:

1 In either of the sales entry windows, select Transaction > Void from the menu bar

- or -

Select Options > Void Transaction from the quick access bar.

2 In the message that appears, select Yes to void the sale. After you void the transaction, you will not be able to retrieve it.

If you use authorization software, a window appears in which you can complete the void through your processing software.

To void a saved sale that is not currently in view:

1 In either of the sales entry windows, select Transaction > Retrieve Transaction from the menu bar and then select the type of transaction you want to retrieve.

2 In the Lookup that appears, choose the transaction you want to void.

3 When it’s in view, select Transaction > Void from the menu bar

- or -

Select Options > Void Transaction from the quick access bar.

4 In the message that appears, select Yes to void the sale. Once you void a transaction, you will not be able to retrieve it.

If you use authorization software, a window appears in which you can finish voiding the transaction through your processing software.