How do I void a receipt?

Enter Payments

Use void to delete a receipt that has been saved during the current or previous session. Voiding a receipt will create a void receipt transaction that uses "Voided Receipt - [#######]" where ####### is the receipt number.

Enter Payments, transaction grid - void receipt

The option to add a comment to a void receipt is included in the 2023.08 release. To change the application preferences to require a comment when entering a void receipt, see How do I require my users to enter a comment to void a receipt? (Organization > Organization)

Voiding a receipt

1. Make sure that you are in Edit mode before you continue.

Click Edit or press CTRL+E.

2. Then, use the Lookup bar to enter a receipt number to void.

You can Search (F9) this field.

3. Now, click Delete (CTRL+D).

You may need to enter a void password to continue. The application administrator can assist you.

4. Use the Void Receipt window to enter a comment that explains why the receipt was voided.

Entering a comment is optional. If you do choose to add a comment, the comment will be saved with the void receipt transaction and you can set up reports to view void receipt comments.

Void Receipt window

5. Click OK.

You can click OK to void the receipt without adding a comment.

When you click OK, the void transaction is saved in the transaction grid with "Voided Receipt - [Receipt Number]" as the transaction description.

Enter Payments - Transaction Grid

Viewing void receipt comments in inquiry

In Customer Inquiry or Receipt Inquiry add the comments column to view void receipts comments.

Do this...

1. Right-click on the header row in Inquiry.

2. Click Column Chooser.

3. Drag and drop the Comment column in the header row.

Inquiry, Column Chooser

202308, 2023May31