How to adjust the payment type once a payment is finalised.

Submitted by dadmin on Thu, 28/01/2010 - 09:41

General User's Discussion

What is the best way to adjust a payment that has been finalised and is in the wrong category eg. credit card instead of cash?

What I have been doing is reversing the payment and then creating a new payment under the correct payment type. The trouble comes though with OTC sales. The OTC payment can be reversed but a payment can not then be created. When a counter sale is done the payment amount is validated against the sales total so it won't let you pay more than the sales total. What is the best way to handle this?

Re: How to adjust the payment type once a payment is finalised.

Submitted by Tony De Keizer (not verified) on Thu, 28/01/2010 - 11:00.

Hi Matt,Only way currently is to reverse both OTC sale and payment and start again.Think we should provide an option to allow audited editing of payment types but not amounts on finalised payments. Suggest JIRA for development schedule. CheersTony On Thu, Jan 28, 2010 at 10:45 AM, <matt@mattyoung.com.au> wrote:

What is the best way to adjust a payment that has been finalised and is in the wrong category eg. credit card instead of cash? What I have been doing is reversing the payment and then creating a new payment under the correct payment type. The trouble comes though with OTC sales. The OTC payment can be reversed but a payment can not then be created. When a counter sale is done the payment amount is validated against the sales total so it won't let you pay more than the sales total. What is the best way to handle this?

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Re: How to adjust the payment type once a payment is finalised.

Submitted by dadmin on Thu, 28/01/2010 - 20:13.

Thanks Tony,

I've created a jira entry here: https://openvpms.atlassian.net/browse/OVPMS-925

Matt Y.

Re: How to adjust the payment type once a payment is finalised.

Submitted by Geoffvet on Fri, 25/06/2010 - 17:42.

Hi Matt/Tony,

I look forward to being able to swap mode of payment as will save a lot of time rather than having to reverse the OTC's.

Dont seem to be able to stop the mistakes happening probably because the combined credit/debit cards, sign/pin mean they

get fooled especially at the 4.30 melee. So the ability to tidy up the till report more easily will be most welcome.

Cheers Geoff

Re: How to adjust the

Submitted by Tony De Keizer (not verified) on Sat, 26/06/2010 - 09:00.

Hi Geoff,Yes, I agree it would be good to allow users to modify mode of payment while keeping total payment the same. CheersTony On Fri, Jun 25, 2010 at 5:42 PM, <geoffsim@yahoo.com.au> wrote:

Hi Matt/Tony, I look forward to being able to swap mode of payment as will save a lot of time rather than having to reverse the OTC's. Dont seem to be able to stop the mistakes happening probably because the combined credit/debit cards, sign/pin mean they get fooled especially at the 4.30 melee. So the ability to tidy up the till report more easily will be most welcome. Cheers Geoff _______________________________________________ OpenVPMS User Mailing List users@lists.openvpms.org To unsubscribe or change your subscription visit: //lists.openvpms.org/listinfo/users" target="_blank">http://lists.openvpms.org/listinfo/users Posts from this mailing list can be viewed online and replied to in the OpenVPMS User's forum- //tinyurl.com/openvfu" target="_blank">http://tinyurl.com/openvfu