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Edit sales receipt
Edit sales receipt
Ensure accurate record-keeping and correct any errors leading to better financial tracking. Learn how to manage a sales receipt and reallocate services and tips to another team member once a sale has been raised.
Getting started
To raise a sale receipt, complete a service and check out the appointment, products, memberships, or gift cards. Before editing a sale:
- If you are a team member reach out to the account owner to request permission for Invoices and can edit a sale.
- Edits can only be made to receipts for new sales completed after 30 January 2024.
Editing a sale receipt
After completing a sale, you have a 6-month window to adjust the distribution of tips and reassign the sale item to different team members as needed.
Updating team member allocation per item
- Desktop
- Mobile
To update team members:
- Open Sales, then select Sales.
- Find the completed sale you want to update using the search bar or filters.
- Click on the Sale # reference to open the receipt.
- Select the three dots next to Rebook and Edit sale details.
- Reassign the service or payment collected to different team members using the drop-down menus on the receipt.
- Click Save to update the receipt.
To update team members:
- Open Sales, then select the Sales tab.
- Find the completed sale you want to update using the search bar or filters.
- Tap on the Sale # reference to open the receipt.
- Select the three dots next to Rebook and Edit sale details.
- Reassign the service or payment collected to different team members using the drop-down menus on the invoice.
- Tap Save to update the receipt.
Reallocate and split tips
- Desktop
- Mobile
To reallocate and split tips:
- Open Sales and search for the completed sale you want to update using the search bar or filters.
- Click on the Sale # reference to open the receipt.
- Select Quick actions (the three dots) and Edit sale details.
- If a tip was left by the client, it will be under Tip Collected with the total tip value.
- Reallocate the tip to another team member using the drop-down menu.
- To split the tip, click Add team member, choose another team member from the drop-down menu, and manually enter the allocated amounts per member or choose Split tip equally.
- Click Save to update the receipt.
To reallocate and split tips:
- Open Sales, then select the Sales tab.
- Search for the completed sale you want to update using the search bar or filters.
- Tap on the Sale # to open the receipts.
- Select the three dots next to Rebook and Edit sale details.
- If a tip was left by the client, it will be under Tip Collected with the total tip value.
- Reallocate the tip to another team member using the drop-down menu.
- To split the tip, tap Add team member, choose another team member from the drop-down menu, and manually enter the allocated amounts per member or choose Split tip equally.
- Tap Save to update the receipt.
Receipt values and included tip values cannot be updated. When reallocating tips, the full tip amount must be reassigned to save any changes.
FAQs
Where are the sale receipt updates recorded?
Will changing the staff member on an receipt reassign the review?
How can I find who the tips were reallocated to?
Can I assign tips to anyone, or does it have to be team members associated with the sale?
Will I receive a new invoice after making changes?