Amending and Correcting Transactions

Use an amendment when the original transaction was recorded incorrectly — wrong product scanned, wrong quantity entered, or wrong payment method selected. The customer is not returning goods; you are correcting a data error.

Use a refund when the customer is actually returning goods or requesting their money back. The distinction matters because amendments adjust historical data in place, while refunds create a new offsetting transaction.

Go to /pos/transactions, find the sale, and tap Amend. You can:

• Change a product — remove the wrong item and add the correct one
• Adjust quantity — increase or decrease units sold
• Change payment method — switch from cash to card or vice versa
• Add a note — record why the amendment was made

Only Managers and the account owner can amend transactions. A full amendment history is saved — the original and all changes are visible in the transaction detail view.

If a transaction should not have happened at all — for example, a test sale or a complete duplicate — use Void instead of Amend. Voiding removes the transaction from revenue calculations entirely but keeps a record of it in the audit log.

Voided transactions are marked with a strikethrough in the transaction list and excluded from all reports. Stock levels are restored automatically when a transaction is voided. Only Managers and the account owner can void transactions.

Every amendment and void is logged with the date, time, staff member, and reason. This audit trail is visible in /pos/transactions by tapping the transaction and scrolling to History.

The account owner receives a daily summary of all amendments and voids in the Daily Brief if any occurred. This keeps you informed without requiring you to check manually. If amendment rates are unusually high for a particular staff member, AskBiz flags this in the staff performance report.