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The Edit Transaction view reloads the transaction into the Register, where you can do many things to 'fix' a transaction that wasn't saved correctly the first time around.

You will need to turn on this feature to begin using it. Currently, this function is in the Beta Features area.

1. After logging into Rain POS, in the upper right click on the Admin Button with your username and go to Beta Features.
2. In the POS section, find Edit Transaction and set it to Yes.
3. At the bottom of the page, click Save.

Once the Edit Transaction functionality is active, you can begin using it to adjust your transactions. Please note some things that you can and cannot do with this functionality:

 

Line Items

When it comes to line items in the Edit Transaction mode, you can add any line item type to the transaction, however, you cannot edit or remove every line item. If you need to remove all line items you can just Void the transaction. Below are some things you cannot do when in the Edit Transaction view.

In the Edit Transaction view you CANNOT:

• Remove a Work Order line-item because the customer in the transaction didn’t pick up the item.
• Edit a newly created Rent-to-Own, Rent-to-Rent, or Finance contract.
• Switch a Class session that someone signed up for to a different Class session.

If you find there are unreasonable limitations when editing a transaction, please feel free to request an enhancement through the Help menu in the upper right under Suggest a Feature. Editing a transaction is useful in several situations.

In the Edit Transaction view you CAN:

• Apply a discount to line items and/or to the entire transaction that were not entered in the initial transaction.
• Switch the Payment Method to what the customer actually used.
• Continue to add or remove items from an outstanding Invoice before the customer has made any payments.

Any line item types that are non-editable will have editing options removed so you don’t have to wonder if you should be editing something or not.

 

Payment Methods

If the original payment was made by Card, the system will intelligently return credit card funds to the customer.

As an example, if the original payment had $75.00 charged to a specific credit card and that payment method was removed from the transaction, the system would issue a refund for that amount to that card.

If the customer made a manual payment of Cash, Check, or Outside Financing, you can return that money however best works for you and the customer.

 

How to Edit a Transaction

Open the Transaction view in the normal way, either from a report such as the End of Day report or from the customer's History tab. Once it is open, you'll see a new Edit button at the bottom, as pictured here:

Please note that you can also go to Modules > Invoices, click to open an Invoice, and at the bottom you will see an Edit button there as well.

You can still adjust the things you were able to adjust before this new function, so the blue pencils allow you to change the date, sales clerk, customer, etc. And you can adjust payment methods, but doing so here will not refund card payments automatically.

Once you are in the Edit view of the transaction, it will look like the original transaction, but you can adjust line items wherever they are not grayed out. For example, in the image below, you can discount the Mariner Mesh Bag or the Supreme Renmark IV, but the Gift Card does not have that option. You can add items that were omitted in the original sale by scanning them in or searching by keyword or just creating a new product entirely.

Payment Methods can be changed by clicking the X and choosing the appropriate payment method. If a card charge went through as an integrated payment, it should be able to be changed here as well.

When you have finished making the needed changes to the transaction, click the Update Transaction button and the system will go through the normal receipt printing options to get the updated receipt for you.

 

User Group Permission

Administrators - Please note that you are able to set permissions in your User Groups for this feature, as pictured below, so that only authorized users can make adjustments like these to completed transactions.