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.
Which plans include this feature?
Legacy: Soho, Pro, Plus, Enterprise, Flex
New: Growth (Subscription), Growth (Online Booking Fee), Managed
→ Learn more about our new plans or how to change your plan.
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?
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Admin or restricted to Bookings and Payments.
Which Checkfront version supports this feature - classic, new or both?
- This feature is available in both our classic version using items (Inventory > Items) and our newest version using products (Inventory > Products). → Learn more about products
Updating POS transactions
Back to topIf 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.
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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 >