Summary

This article shows you how to edit the amount or method of a payment on an invoice. Use it when someone entered the wrong amount or method for a cash, check, or admin/comp payment.

Before You Begin

You'll need:

• The Can Process Refunds/Returns user permission. Only users with it can edit payments on invoices.

Keep these points in mind:

• A refund or partial refund is often a better fix than editing a payment. Use this feature only if you entered the wrong payment method or amount on a cash, check, or admin/comp payment.
• Changes to the payment amount and method affect the invoice and the customer's balance. They show on the Revenue by Date(s) report for the date of the original payment. If you edit a payment from a closed period, this changes revenue reporting for past periods.
• You cannot edit payments made before August 1, 2019. To change one, submit a ticket to Gingr Support with the transaction number, owner name, and the change you need.
• If you are not sure editing is the right fix, chat with Gingr Support or submit a support ticket.

Steps

1. Go to the Owner's Profile Page » Invoices Tab.
2. Find the invoice and select the Info icon to view it.
3. Select the Pencil icon next to the payment you want to edit.
4. In the popup window, change the Payment Amount, the Payment Method, or both.
5. Select Save Changes.

Important: You cannot edit a credit card payment. You cannot change a non-credit card payment into a credit card payment. If you edit a closed invoice's payment to less than the amount due, the invoice reopens.

Which Payments You Can Edit

You can edit only payments made with the cash, check, or admin/comp payment methods.

If you use Gingr's integrated credit card processing, you cannot edit payments made with the credit card payment method, or with any method tied to a CardConnect merchant ID. If a credit card payment was captured in CardConnect, you can change the amount or method only by refunding and reselling the item or reservation.

If you ran a transaction under a non-credit card method but meant to run it as an integrated credit card transaction, you cannot edit it to Credit Card. Apply a new payment with a credit card to the invoice.

Turn On the User Permission

1. Go to Left-hand Navigation: Reports & More » Groups.
2. Find the Can Process Refunds/Returns permission.
3. Check the box for the User Group you want to add it to.

Related Articles

• Take Payments Topic Outline
• Run Credit Card Transactions Without Gingr Credit Card Processing How-To
• Check Out and Take Payments How-To