Edit the payment method of a sale that has already taken place

Stockagile allows you to edit the payment method of a sale already made in case there was an error in selecting the payment method when the sale was made.

Requirements to be able to make a return:

• The user must have the role of OWNER, STORE MANAGER or STORE VENDOR. You can see the different types of roles in the section Create or edit a user.
• The activity of the cash register assigned to the sale to be modified cannot have been closed.

Steps to edit the payment method of a sale already made:

1. Go to the side menu and click on the SALES button in the STORES section.
2. The SALES screen shows a list of all sales sorted by date and time, you can also find the sale with the search engine.
3. Once you have located the sale to be modified, click on it.
4. A screen with the sale will open, at the bottom of the sale will appear several icons, click on the icon of the ticket with a pencil to change the payment method.
5. Once you click on the icon, a new screen will appear with the different types of payment you have configured, where you can change the payment method.
6. Click on the correct payment method and then click on SAVE in the blue button at the top right. Finally the sale will be saved with the payment method.

Image step 4: Icon edit payment method

Image step 5 and 6: Change payment method and save