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Change the payment method or staff on a bill

👤 For: Store managers and senior cashiers

Picked Cash when the customer actually paid by Card? Gave the service to the wrong stylist? You can fix it without cancelling the bill. The amounts stay exactly the same. Only the payment method or staff name changes.

🔓 Optional feature: Bill Modification If you have the Bill Modification feature, you'll see a Bill Modification (Payment type OR Employee) tile in the Return tab. Ask your admin to turn ON IsBillModifyAllowed (under Bill Settings) in the back office settings. If the setting is not available, please contact Invoay Support.

Steps​

  1. Open the Return tab and tap Bill Modification (Payment type OR Employee).

  2. Type the bill number in the Bill ID box.

  3. Make your changes:

    To change the staff member:

    • On the Bill Particulars tab, tap the item.
    • Choose the correct staff member.

    To change the payment method:

    • On the Payment Details tab, tap the payment.
    • Pick the correct method from Choose Payment Type.
    • If it asks for an extra detail, such as a card number, enter it and tap Save.

  4. When you've made a change, a Save button appears at the bottom. Tap it.

  5. (Only if your login isn't allowed to change bills) An authorised person enters their Employee Login Id and Employee Password, then taps Confirm.

  6. Type a short remark explaining the change, for example "Paid by card, not cash".

You'll see Successful: Bill Edit Done. 🎉

Good to know​

  • The amount can't change here. You can only switch the payment method for each payment, not how much was paid. To change amounts, return the bill and make a new one.
  • A remark is required. If you skip it, you'll see Remark required.
  • You need to be online. If you're not, you'll see No Internet Available.