To undo the checkout of a service if the cash amount was entered incorrectly or if the wrong customer was checked out, follow these steps:
- Click Calendar at the top of the screen.
- Select the completed appointment. Then click Undo Service Checkout.
- Click Yes to confirm the action!
*Remember, you can only undo the checkout of a service that was paid with either cash or check. If an additional item such as a product was added to the transaction, you would not be able to undo the checkout of the product.
Let's get started!
Undoing the Checkout of a Service
1. Click Calendar at the top of the screen.
2. Find the checked out appointment. Then select it.
*A gray color on the appointment block means the service has been checked out.
3. Select Undo Service Checkout.
4. If you've integrated your account with Quickbooks or Xero, you'll see an alert indicating that if the transaction data of the appointment is synced with either of these programs, you will still have to manually remove it from Quickbooks or Xero account.
Click OK after reviewing the summary.
5. Click Yes to confirm undoing the checkout.
6. The status of the appointment will change from Completed to Confirmed once you undo the checkout. This is indicated by an orange color on the appointment block.
Select the appointment to check out the service again.
7. Select Service Complete (Checkout). This takes you to the Checkout screen where you can redo the checkout.
Comments
4 comments
Need to be able to edit the checkouts afterwards as sometimes staff forgets to add their tips. Also, a "debit" option button and an "other" button would also be ideal if we are using a different cc/debit processing system and if we want to log past gift certificates under "other". And "e-transfer" button would be great too.
Hi Ashley,
Thank you for your feedback. I will be sharing it with our Team so they can see if these are features we can add to our software. You can also request this feature by going to feedback.vagaro.com as well.
Is there a way to refund a service to the client's credit but then check them out using a gift card instead? How would I go about this as I am unable to "undo checkout"? Any help would be appreciated.
Thank you
Ashley, I created a ticket for this issue and you'll be hearing from our Support team.
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