How do I edit a sale once it has been paid?

This article shows how to edit the service, product, staff member, price or payment used in a sale after it has already been processed.

Go to Manager > Sales. Use the search filters at the top of the screen to find the sale you wish to edit.

Once you've found the sale, select it to open the Transaction Details pane > Click Edit Sale.

You are then brought back to the Purchase screen, where you can make your changes to the sale. Select the area you would like to change: Staff, Item, Quantity, Discount, or Price.

If you adjust the price and the total sale price ends up being less than the original amount paid, the difference will be automatically calculated as Change Due and refunded in cash.

After making your changes on the Purchase screen, click the Pay button and complete the sale as usual.

To change the client on a processed sale, click the Person icon and select a new client.

Email Receipts

If Email Receipts are set to send automatically, your client receives a new email receipt when you click Pay to finish editing the sale. If your email receipt setting is set to Optional, you're prompted to choose whether to send a new receipt.

The transaction date on the new email receipt will still match the date of the sale on your Sales screen in Phorest.

Online & In-House Deposits

If an online deposit or in-house deposit was made for the appointment, it remains attached to the sale even after you edit it.

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