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Introduction

Voiding a sale transaction allows you to correct errors, process cancellations, or remove incorrect charges from your records. This option is only available for closed clients, meaning the transaction has already been completed. Once voided, the sale will be removed from the active records, ensuring that your financial data remains accurate. Follow these steps to void a sale transaction efficiently.

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Step 1

Click “Sales” in the side menu to access all transaction records. Here, you can review past transactions, track completed sales, and manage payment adjustments when necessary.

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Step 2

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Select a Closed Client

Locate the client whose sale transaction you need to void. Only closed transactions are eligible for voiding, so ensure the sale has been fully processed and marked as completed before proceeding.

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Step 3

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Void the Transaction

Click the three-dot icon and select “Void” from the dropdown menu. After clicking “Void,” a notification will appear confirming that the transaction has been successfully voided.

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Next Steps

Now that you’ve voided a sale transaction, the next step is managing clients. This includes adding new clients, blacklisting specific individuals, or importing existing client data. Keeping client records well-managed enhances customer relationships, ensures smoother transactions, and helps maintain better security for your business.