Updating POS transactions from booking invoices

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?

Reports > Booking Index > Booking Details > Invoice > Transactions

What more do I need to use this feature?

• Admin or restricted to Bookings and Payments.
  
  

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

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

If a POS-type payment is applied to the booking, then a Change button shows to the right of the refund button for that transaction entry.

Selecting this option opens up the Update POS Transaction modal window, where it is possible to adjust both the POS Type and POS Date. Click Change to save any adjustments made.

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

In the next article, we look at adding payments to the Booking Invoice.

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