Edit a sale
Learn how to manage sale details by updating who completed the sale and how tips are shared.
In this article
How editing a sale works
After completing a sale, you can change the following things:
- The team member assigned to the item sold
- How tips were allocated
- The team member assigned to the payment
If you want to change anything else in the sale, you'll need to refund the sale and raise a new one to keep your records accurate.
Sales details can be assigned to any team member in your workspace, even if they were not originally linked to the sale.
Edit a sale
- From the main menu on the left of your screen, go to Sales, then select Sales from the left menu panel.
- Above the Sales list, use the search bar and filters in the toolbar to find the sale.
- Click on the Sale reference number to view the details.
- In the right panel of the sale view, click on Quick actions (three dots), then select Edit sale details.
- In the edit sale details view, update the following:
- Team member: Change the team member associated with the item sold.
- Tips collected: Update how tips are allocated. Select the Add team member button, then choose to Split tip equally or enter the allocated amounts.
- Payment collected: Update the team member associated with the payment.
- Click on the Save button in the top right to update the sale details.
Once the sale is updated, all changes are recorded in the individual’s Sales activity tab, and your reports are updated to reflect the changes. The original receipt remains in place, and no new receipt is generated.
FAQs
Once a client leaves a review, it stays linked to the staff member who received it, even if the sale is later updated.
When reallocating tips after a completed sale, the full tip amount needs to be reassigned before the changes can be saved. This helps ensure the total tip value on the receipt stays accurate. Tips can also be assigned to any team member in your workspace, even if they were not originally associated with the appointment or product.
You have up to 6 months from the date the sale was completed to adjust the tip distribution or reassign the sale item to a different team member.