This guide explains what the Complimentary, Redo, and Touch Up buttons on the Sales screen do and when to use them.
Marking a sale as Complimentary/Redo/Touch up allows you to reverse an already-processed Service sale, setting the service revenue to 0. This can only be done for service sales, not for retail sales.
- Complimentary is used when you’re providing the service as a goodwill or nice-gesture freebie.
- Redo is used when the original paid service didn’t go to plan, and you’re redoing it at no charge.
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Touch Up is for a small follow-up adjustment to an originally paid service where no additional fee applies.
Sales made through PhorestPay cannot be marked as Complimentary, Redo, or Touch Up, since payment is processed automatically at the time of the original sale.
In this Article
Marking a Sale as a Complimentary, Redo, or Touch Up.
First, process the sale you plan to mark as Complimentary/Redo/Touch Up. Then, to update the sale, go to Manager > Sales > Select the sale > Select the 3 dots, and then choose either Complimentary, Redo, or Touch Up.
A prompt will appear on screen to confirm you want to update the sale.
After selecting Yes on this prompt, the sale Total will instantly change to 0.00, and the Payment type will update to reflect the option you chose, where:
- CP = Complimentary
- TU = Touch Up
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RE = Redo
Why Are the Options Greyed Out/Not Clickable?
If you're unable to select options for a particular sale, it's because the sale was originally made through PhorestPay. These sales can't be marked as Complimentary, Redo, or Touch Up since the payment is processed automatically at the time of the original sale.
How Does This Affect Cash Up, Commission, and Other Reporting?
If the sale is for today, your cash up won't be affected because the sale total automatically changes to 0.00 as soon as the sale is marked as Complimentary, Redo, or Touch Up. However, if you're updating a sale from a previous day, the cash up will be adjusted based on the sale changing from its original price to 0.00.
Commission is not given to staff for these sales.
The sale will count as a 0.00 sale toward any Financial or Staff Performance reporting.
The sale will not be attributed toward any Staff Goals targets, as it will be seen as a 0.00 total sale.
The sales will appear on the Sales Transactions report, and the relevant Payment Type will be displayed.