This article shows how to undo, delete, or remove a sale/transaction.
Undoing (Voiding) a Sale
To undo a sale, go to Manager > Sales > Navigate to the date of the sale using the date picker > Select the sale > Select Void.
Appointment Deposits
Voiding a sale will reverse the entire transaction, including any original deposits associated with the appointment.
Using PhorestPay?
If the sale originally went through PhorestPay, all funds will be automatically refunded to the client after the sale is voided, including any original deposits. Money can take up to 5-10 business days to return to the client, depending on the bank.
The original card does not need to be present for the refund to be issued. This will happen automatically.
Voiding a PhorestPay sale displays the warning below to confirm that you are returning the money to the client's original card.
What is the Difference Between Void and Refund?
Voiding a sale completely reverses it and any other transactions associated with it. As a result, any associated deposits paid will also be reversed/refunded.
With a refund, you can edit the sale before refunding, allowing you to remove items from the refund sale or change the refund amount to partially refund instead.
If you void the final sale of an appointment, it will change from green (complete) back to incomplete, letting you edit or remove the appointment if needed. Refunding a sale for a completed appointment does not change its green (complete) status.