Question:
How do I edit or adjust my payment types?
Answer:
After ensuring your payments are enabled, you can edit them through the POS Ticket Adjustment feature.
To review transaction history, navigate to Cash > POS Ticket Adjustment
Use the ‘Time’, ‘Date’, and ‘Users’ filters to narrow applicable search results.
Look through completed transactions to see if the difference between cash and credit — noted on the ‘End of Shift’ table in the Close Shift view — matches any transactions made throughout the shift.
Once you’ve identified the incorrect charge, click on Details to display the specifics of the transaction.
On the ‘Details’ window, click Edit and update the amounts in both fields.
Pro tip: Cashless payment types can round to the nearest $5/$10 increment. Be sure to account for the difference or cash back amount given to the customer to account for the rounding.
Click Update to save your changes.
Note: Please reach out to Treez Support if the payment type is not adjustable.
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