Canceling Payments

From FloristWiki

Customer payments are displayed in Ticket Search. You can cancel payments made to house accounts if certain criteria are met:

• Payments made in Point of Sale can only be canceled in Point of Sale (you cannot cancel these payments by opening them in Ticket Search via the Order Entry window or the FTD Mercury Main Menu).
• You can only cancel a payment if it has not yet been printed on a customer’s statement.
• Payments can only be canceled if they have not yet been exported to QuickBooks.
• You must have appropriate user rights to cancel a payment.
• If the payment was made using a credit card, the transaction must still be unsettled.

When you cancel a payment, allocations made to house accounts are removed. Subsequent searches in Ticket Search display the transaction as cancelled.

If you cancel a payment in Point of Sale, a receipt prints with the word Cancelled on the receipt.

Canceled transactions are included in the X out and Z out payment totals, and are listed as Voided <payment type> with the payment type as one of the following:

• Cash & Check
• Credit Card
• Debit Card
• Gift Certificate

Voided payments are listed as negative amounts, and are included in the void totals in X out and Z out reports.

To cancel a house account payment which was taken in Point of Sale:'

1. On the FTD Mercury Main Menu, click Point of Sale. The Point of Sale window opens.
2. Click Lookup. The Ticket Search window opens.
3. Enter criteria to locate the transaction you want to cancel and click Search.
4. From the results list, double-click on the payment you want to cancel. The Receive Customer Payment on Account window opens.
5. Click Cancel Payment. The Cancel or Void Order window opens.
6. Enter your Login Name and Password and click OK.

To cancel a house account payment which was taken from the FTD Mercury Main Menu:

1. On the FTD Mercury Main Menu, in the Search area, click Ticket. The Ticket Search window opens.
2. Enter criteria to locate the transaction you want to cancel and click Search.
3. From the results list, double-click on the payment you want to cancel. The Receive Customer Payment on Account window opens.
4. Click Cancel Payment. The Cancel or Void Order window opens.
5. Enter your Login Name and Password and click OK.