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Summary

A payment can be voided on either an active check or a closed check. (A refund can also be issued on a payment instead.) 

Configuration 

Void adjustments are created in ECM for use in the Order Entry application. 

  • Go to: ECM > Financial > Adjustment Reasons 
  • Click Add Adjustment Reasons and complete form 

  • Adjustment reasons can also be edited 


See Add/Edit an Adjustment Reason (ECM) for complete information on configuring adjustment reasons. 

Operation 

To void a payment: 

  • You must be on the screen to finalize the check
    • If you've already returned to the ordering screen, tap the dollar sign then tap Payment on the pop-up

  • The payment will be shown on the finalize screen

  • Swipe left on the payment to expose the Void button


  • Tap Void; a confirm message will display. Tap Yes to confirm. 



  • When the void is confirmed:
    • The original payment will be voided (1)
    • A new pending payment will be created (2)
    • A form of payment can be selected from the payment methods above (3) 

  • To complete the new payment, select the payment method and tap Apply Payment

Add/Edit an Adjustment Reason (ECM) 



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