Retail - Void a Transaction

Void a Payment Transaction

Purpose

Void a payment transaction when a payment was recorded incorrectly and the order needs to be paid again or cancelled. A void differs from returning items and issuing a refund. Void the transaction during the same till session whenever possible for the cleanest till reporting.

Prerequisites

• Confirm the purchase and transaction ID.
• Confirm that voiding is the correct action.
• Confirm the authorizing user's role includes Void Payment Transaction with PIN.
• Confirm the authorizing user's role includes Void Payment After Original Till Session Closed if you're voiding after the original till session has closed.
• Note that you cannot void a completed order after returns or refunds have been issued against it.
• Review integration-specific effects before voiding a cannabis sale.

See Configure Permissions for Retail Corrections.

Void in Flourish Web

1. Open Retail and find the purchase.
2. Open the purchase and go to Transaction History.
3. Find the transaction and select Void.
4. Enter the Void Transaction ID.
5. Enter the authorizing user's PIN.
6. Click Void.
7. Confirm the transaction shows Voided and the payment is removed from the purchase.

Void in Retail POS

1. Find and open the purchase.
2. Find the transaction under Payment Transactions.
3. Select Void.
4. Enter the Void Transaction ID.
5. Enter the authorizing user's PIN.
6. Select Void to confirm.

If the Original Till Session Is Closed

Without the Void Payment After Original Till Session Closed permission, Flourish blocks the void because the till is closed or the current till session is different.

With Void Payment After Original Till Session Closed, Flourish shows a warning and lets you select Proceed with Void.

Effect on a Completed Order

A successful void on a completed order:

• Returns the order to Packed.
• Reallocates the inventory that was assigned before completion.
• Allows the order to be paid again or cancelled.

When a Void Is Not the Right Action

• Use a return when the customer is returning items or receiving a refund.
• Use Mark as Cancelled only when the completed order's status should change without changing payment or inventory records.

Reports

You can view the data on voided transactions in the following reports:

• Till Report - Find in Reports / Point of Sale - Till Report.
• Transactions by Facility Report - Find in Reports / Point of Sale - Transactions by Facility Report.

Related Articles

• Return items and refund a retail purchase
• Mark a completed purchase as Cancelled
• How retail returns sync to METRC