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WAIOHelp Desk

Change a receipt's payment type

Where
Portal
You need
Change Payment Type (POS) and Sales Transactions (Sales reports)

Use this when the money was taken but recorded as the wrong type, for example a Visa sale rung as Cash. It only changes the label. If money has to go back to the customer, refund the receipt instead. The POS can’t change a payment type: do it in the portal.

  1. In the menu, click Sales Transactions.

  2. Set the dates and stores the sale falls in, then click Apply.

  3. In the Receipt column, click the receipt number. Its details open on the right.

  4. Click Change Payment Type (bottom left).

    The Payments list at the bottom of a receipt's details, with Change Payment Type below it

  5. In the list that starts (Receipts Payment), pick the payment to fix. Only payments that can be changed are listed.

  6. Click the correct type, for example Visa. The box beside the list shows the new type.

  7. Click SAVE. The report reloads with the new type.

    The payment type dialog with a cash payment picked, the Visa button chosen and SAVE

Good to know

Section titled “Good to know”
  • Cash, cheque, debit and card payments can be changed. Change, rounding, gift card and points lines can’t.
  • A card payment that went through the terminal can only change to another card type, for example Debit to Visa. A payment made online can’t change.
  • WAIO records who changed each payment and what it was before.