Fix the payment method of an invoice
Recorded as cash when the customer paid by card? As long as the till is not closed, you fix the method in two clicks.
It happens at the counter: you tick Cash when the customer paid by card, and in the evening the till does not match. As long as the till is not closed, you fix the payment method of the invoice yourself. Only the method changes: the amount, the date and the invoice lines stay as they are.
Open the invoice
In Invoices & Quotes, click the invoice number. For a counter sale, go through the Sales tab.
Pick the right method
At the top of the page, next to the Paid status, pick the right method in the Payment method list: Cash, Card, Bank transfer or Cheque.
Click « Fix payment method »
Done: the invoice carries the right method, and your next till closing puts the amount in the right place. The change is logged, with the old and the new method.
You’re done when you see this
- The invoice page shows the new payment method.
- On the closing screen, the amount has moved from one line to another (for example from Cash to Card).
After the closing, it is too late
Once the till is closed, the Z report is frozen: the method can no longer be changed, and the invoice page tells you so. Check your payments before closing.
When the button does not show
A split payment (two methods on the same invoice), a payment in instalments, or a payment already matched on your SumUp terminal: the method cannot be fixed from the invoice page. For a card payment recorded as cash with SumUp connected, the closing screen offers It was by card directly.
Card is now selected by default
In every payment window, Card is selected by default: most customers pay by card. Remember to click Cash when you are handed banknotes.