This article shows how to edit the service, product, staff member, price, or payment used in a sale after it has already been processed.
In this Article
Editing a Sale
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 returned to the Purchase screen, where you can make changes to the sale. Select the area you would like to change: Staff, Item, Quantity, Discount, or Price.
To change the Staff on a sale, click the staff member's name on the line item, then choose a new staff member.
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.
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
'Not Modifiable' Error When Editing
If you encounter an error about 'how money should be routed' or 'existing transactions are not modifiable' when editing a sale, it usually means that the funds from the sale have already been routed to a staff member's account through PhorestPay, either using a Self Employed Account or PhorestTips.
In this case, you'll need to refund/void the sale and then reprocess it to make the changes you're looking for.