The Dutchie POS Register allows you to change the payment type(s) on past transactions to correct mistakes and make sure transactions are accurately reflected in reports.
Things to know
- You cannot change the payment method on a Pay by Bank transaction or issue refunds through Pay by Bank.
- Payment type changes are not retroactive. The change should be made on the same day as the original transaction; otherwise, it will be reflected on the day the payment type was changed.
- Changing payment type for a non–Dutchie Hub app, 3rd-party–integrated transaction is no longer needed, please find the new process here.
Table of contents
Look up the transaction
If the transaction was earlier today:
- Sign in to the register where the transaction was processed. If that register is not available, follow the steps in the next section.
- Select Sales history from the main menu. Note that only users with View Register Transaction Data permission can access sales history.
- Browse for the transaction or search for the customer name or number, the item's package ID, or the receipt number.
- Click the 3 horizontal dots next to the transaction and select Payment.
If the transaction was on a past day or a different register:
- Select Customers from the main menu.
- Look up the customer name or number associated with the transaction.
- Click the pencil icon next to the customer's name or select the customer and click Edit Profile.
- Select the History tab.
- Click the three dots … next to the transaction you want to change.
- Select Payment.
Change the payment type
In the Change Payment Type window, remove the original payment amounts and enter the new payment amount(s) under the New Payments Type column. The total amount of new payments must match the original total
If changing to a Manual payment method, select a non-integrated payment processor from the Option dropdown.
Click Save.