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Payment voids and refunds

This page is for payments that have already been recorded. Instead of overwriting the original payment, the system creates a separate adjustment linked to it.

When to use this page​

Use it when:

  • a payment was recorded incorrectly and should be voided;
  • you need to return part or all of the amount to the client;
  • you work with fiscal receipts and need a reversal receipt.

Where the adjustment is created​

  1. Open the sale.
  2. Open the recorded payment.
  3. Choose:
    • Void payment
    • Refund payment

What the difference is​

Void payment​

Use Void payment when the original payment should not remain as a valid payment record at all.

Important:

  • it is always for the full amount;
  • you do not enter a separate amount;
  • the adjustment offsets the original with the same amount and opposite sign.

Refund payment​

Use Refund payment when you need to return part or all of the money.

Important:

  • you enter a refund amount;
  • the system shows Maximum refund amount;
  • you can refund only the remaining refundable amount.

What the system does​

When you create an adjustment, the system:

  • creates a new payment linked to the original one;
  • keeps the original payment in history;
  • recalculates the totals of the sale;
  • prevents you from editing the original payment as if nothing happened.

Main restrictions​

  • you cannot adjust an already adjusted payment;
  • the adjustment must belong to the same business and currency;
  • the adjustment amount must have the opposite sign;
  • a payment cannot be voided twice;
  • a voided payment cannot be refunded;
  • a refund cannot exceed the remaining refundable amount.

How the fiscal flow works​

For fiscal payments there are additional rules:

  • the original payment must already have an issued fiscal receipt;
  • fiscal voids and refunds are supported only for cash fiscal payments;
  • you need a selected and ready device in Fiscal devices and fiscal printing.

Reversal receipt printing​

After the adjustment you may have an action to print the reversal receipt:

  • Print reversal receipt
  • Retry printing the reversal receipt if the previous attempt failed

What you enter in the modal​

In the adjustment modal you may see:

  • Refund amount for refunds;
  • Reason, when a note field is shown.

For a void you do not enter a separate amount because the void always offsets the full original amount.

Which operation fits better​

  • Use void when the payment was recorded incorrectly and should not remain as a valid financial record.
  • Use refund when the payment was real but part or all of the money must be returned.