Transaction Browser


 

Void a Transaction in Transaction Browser

Overview

This article will show you how to void a transaction.

Instructions

  1. Navigate to Financial > Transaction Browser
    financial_transaction_browser.jpg
  2. Select filters:
    apply_transaction_browser_filters.jpg
    • Locations: Select locations
    • Payment Type: Select payment types
    • Account: Search and select any user
    • Transaction From: Enter the start date for results
    • Transaction To: Enter the end date for results
    • Receipt #: Enter a receipt number, if applicable
    • Show Voids: Select to show void transactions in addition to valid transactions
  3. Click Refresh Results to apply filters to search results
    select_refresh_results_to_apply_transaction_browser_filters.jpg
  4. Select the Void button to void a transaction
    select_void_to_void_a_transaction.jpg
  5. Choose to enter additional information about the void in Void Reason/Note box
    enter_a_void_reason_or_note_if_desired.jpg
  6. Select Continue
    select_continue_to_void_transaction.jpg
  7. Review Void Confirmation information; click Submit
    select_submit_to_void_transaction.jpg



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