Voiding menu items from a bill
If you need to void an item that was already ordered:
- navigate to the 'Edit/Split' section of the bill
- select the item(s) in question
- press the 'Void selected' button, enter a void reason, and confirm
Important:
- Voiding an item removes that item from any sales and/or inventory reports and will result as if the item was never ordered. If the reason for removing the item is to not charge for it (make it free), use the 'Complimentary' function.
- Voiding individual items in a Closed bill is not possible. If you need to void individual items in a closed bill, you need to locate it, void the whole bill, post a new bill with the correct items, and close it with the respective payment type.
Voiding a whole bill
The process of voiding a whole bill depends on if the bill is open or closed.
Voiding an open bill
To void a whole open bill:
- navigate to the 'Settle' screen.
- press the 'Void' button, enter the void reason, and confirm.
- once done, the bill along with all ordered items will be voided.
Important: Voiding Menu items and open bills is controlled by the POS user right: 'Charges: Void items (charges) before closure'.
Voiding a closed bill
Please note that this process refers to bills paid by cash or card. See below for voiding a bill that was transferred to the PMS+.
- navigate to menu Management -> 'Closed bills' (if the bill is from the current day) or 'Closed bills - search' (if the bill was closed on a previous day)
- locate and access the bill
- press the 'Void' button, enter the void reason, and confirm.
- once done, the bill along with all ordered items AND payments will be voided.
Important: Voiding a closed bill from the current date requires the POS user right: 'Charges: Void items (charges) before closure' and 'Payments: Void payment before closure'. For bills from previous dates, it is required to have the POS user rights : 'Charges: Void items (charges) after closure' and 'Payments: Void payment after closure'.
Voiding a bill transferred to the PMS+ folio
To void a bill that was transferred to the PMS+:
- navigate to menu Management -> 'Closed bills' (if the bill was from the current day) or 'Closed bills - search' (if the bill was closed on a previous day)
- locate and access the bill
- press the 'Undo transfer' button - this will void the charges in the PMS+ folio and remove the 'Cross-account transfer payment in the POS bill.
- void the bill as explained above.
Important: To use the 'Undo transfer' option, the PMS+ folio has to be still open. If not, void the bill in the POS and ask a user of the PMS+ to correct the closed folio and remove the items.
Note: If you void items/whole bills and use kitchen printers, receipts confirming the void will be printed on them.
Voiding a payment
In some situations, you may need to void a payment on a bill. Commonly this occurs if you posted the payment with the wrong type or wrong amount.
In order to void a payment:
- if the bill is still open, navigate to the settle screen.
- if the bill is closed, navigate to menu Management -> 'Closed bills' (if the bill was from the current day) or 'Closed bills - search' (if the bill was closed on a previous day) and access the bill.
- locate the payment in the 'Payments' section, press 'Void', enter a void reason, and confirm.
- once done, the payment will be voided and you can post the new payment with the correct type.
Important: For voiding payments from the current date, it is required to have the POS user right: 'Payments: Void payment before closure', for payments from previous dates, it is required to have the user right 'Payments: Void payment after closure'.