When working with payments in sales, you may encounter situations when you need to make changes to payments.
It is important to know that correcting payments is possible, but it has its limitations.
When making adjustments, you must specify a new total amount, add a comment, and select the cash flow item. You can also change the cashier and the date, but it is optional.
You cannot change payment data (e.g., cashier or сash flow item) without adjusting the amount.
To correct the data, you need to first delete the payment linked to the sale, then delete the sale, and then create a new sale with the correct data.
Important: you cannot add a new payment to replace the deleted one to the same sale.
After deleting a sale, the goods are returned to the warehouse. The deleted sale will not be taken into account in the Sales Profit report and in the payroll calculation if the “Cancel calculation if document is deleted” checkbox was checked in the payroll rule for sales. If a refund was made for a sale, you must first delete the refund from the customer, and then the payment for the sale and the sale itself.
More information about the process of deleting a sale can be found in the article on deleting a sale.