What is Voiding
Voiding a sale in Phorest is the process of undoing all aspects of that transaction with a customer, and reverting any changes and payments that were made as part of that complete transaction, including any deposits paid.
Voiding is typically used when a final sale shouldn't have happened or was processed by mistake. This is different from processing a Refund, which is typically done to return all/some of the money paid to the client even though they completed an appointment.
When voiding the final sale in an appointment:
- All money will be refunded to the client, including any original deposits paid.
- The appointment will change from completed (green color) on your calendar back to an incomplete state (a refund does not do this).
How to Void a Sale
To start, go to Manager > Sales > Find and click on the sale > Void.
Enter the reason for voiding the sale and click Void Sale.
If you are using PhorestPay and you void a sale, money will automatically be refunded to the client's original card, including any deposits paid toward the appointment.
Any original transactions will now appear as Void under Manager > Sales, and a new negative value transaction will appear on the date that the void occurred to represent any money being refunded to the client.
Original Sale Example:
Void Refund Sale Example:
Does the Client Receive any Notification?
No, your client will not automatically receive any notifications after a sale is void.
If you wish to print or email a receipt to the client for the void refund, go to Manager > Sales > Click on the sale > Receipt, and then select if you wish to email or print the receipt.