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Updating POS transactions from booking invoices

Easily correct or update POS payment details from within a Booking Invoice. This feature lets you adjust a POS transaction’s type or date without deleting or recreating the payment — keeping your reports and records accurate.

Learn how to update a POS-type transaction in an existing booking invoice.

New to the Booking Invoice? Read the first article in this series for an introduction to the Booking Invoice.

 

Accessing the features mentioned in this article


Where can I find this feature using the top menu?

  • Click an active Booking ID anywhere in the system. For example, open the Booking Invoice from the Booking Index report (Reports > Booking Index > Booking ID > Booking Invoice >  Transactions > Change). 

  • You can also enter the Booking ID in the Search field found in the main menu to bring up the Booking Invoice.
     

What more do I need to use this feature?

Which Checkfront version supports this feature - classic items, classic products, or both?

  • This feature is available in both our classic version, which uses classic items (Inventory > Items), and our classic version, which uses classic products (Inventory > Products).  → Learn more about products

 

Updating POS transactions

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  1. Open the relevant Booking Invoice.
  2. Scroll to the Transactions section at the bottom of the invoice.
  3. Locate the POS-type payment — these show None in the Payment Provider column.
  4. Click the Change button next to the transaction.

    Booking system transaction screen showing a change button for updating payments.
     
  5. In the Edit POS Transaction modal, you can:
    1. Update POS Type (e.g., Cash, Card, Cheque, Terminal, etc.)
    2. Change POS Date to the correct transaction date.
  6. Click the Change button to apply your updates.

    Popup window for updating POS transaction with fields for type and date.
     
  7. If you apply a POS-type payment to the booking, a Change button appears to the right of the refund button for that transaction entry.
  8. Selecting this option opens the Update POS Transaction modal window, where you can adjust the POS Type and POS Date. Click Change to save any adjustments made.
Callout icon of pencil indicating an important note.

Applying a POS payment

When a POS payment is applied, the Payment Provider column in a booking invoice's Transactions tab lists the provider as None.

 

Next Steps

The following article examines the addition of payments to the Booking Invoice.

 

< Adding items/products to booking invoices     |     Adding payments to booking invoices >

 

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