Changing Transaction Payment Types
Managers can use AcuityLogic POS to change the payment type of a transaction.
- You can change a payment type only on the day the transaction occurs.
- You can change only the payment type, not the payment amount.
- To change the payment amount, you must return the sale and then re-ring it.
- You cannot change the payment type of credit card transactions processed by an online payment processor such as Worldpay. You can change only the payment type of credit card transactions processed manually.
Payment types are configured in AcuityLogic Admin.
To change a transaction’s payment type
- Open the Management window. See Opening the Management Window.
- Click the Change Pay Type tab.
The tab lists all the sales transactions that occurred in your store on the current day. For each transaction, it includes the patient name, transaction number, payment type, and payment amount.
- In the row of the transaction you want to update, click Edit.
- In the row that appears under the row you are updating, select the appropriate payment type from the Pay Type list.
- Click Save.
The transaction’s payment type is updated in receipts and in all reports that include financial data.
- To view all payment type changes made to the transaction in the current day, click Log.
The Log Details window appears. It shows the transaction’s original payment type and any payment type changes. Each entry includes a time stamp and the name of the associated employee.
- To close the log, click Cancel.