Revert or cancel a sale
Undo a completed sale (refund) or a pending one — reason required, audit kept.
Overview
Once a sale is paid, cancelling isn't an option — use Revert Sale to refund it. Pending bills (not yet paid) are removed with Cancel Sale instead. Reverting is a refund: it flips the sale status to REVERTED, reverses the payment, and puts the inventory back on the shelf. A reason is required for revert and is saved to the audit trail visible in the Dashboard.
When to use it
- Customer returning a product for a refund
- Staff error — wrong item or wrong quantity was rung up
- Duplicate charge — same sale put through twice by mistake
- Clearing a pending bill that the customer never came back to settle
How to use it
Video tutorial coming soon
- Open the drawer menu and tap Bills (for a paid sale) or Pending Bills (for an unpaid one).
- Tap the sale to open the sale detail modal.
- Pick the action:
- For paid sales, tap Revert Sale (red action tile).
- For pending sales, tap Cancel Order (red action tile).
- For a revert, type a reason into the text box — the sale won't submit without one.
- Tap Revert Sale (or Cancel Sale) at the bottom of the modal to confirm. The confirm dialog warns that the action is not reversible.
- On revert of a cash sale, the cash drawer opens automatically so the cashier can return the cash to the customer.
Tips & gotchas
- A reverted sale stays in Bills with a REVERTED status — the row doesn't vanish. That's on purpose, so the audit trail is intact. Use the Only Paid Bills filter if you just want the clean list.
- Reverting returns inventory to stock automatically — no separate reconcile step needed.
- The reason you type is visible to managers in the Dashboard's audit trail — write something meaningful ("customer returned item, unopened" beats "oops").
- Reverting a sale that used loyalty points also refunds the points back to the customer's balance.
- Reverting a prescription sale rolls back the customer's daily dosage usage for that day.
- Revert is permanent — there's no "un-revert". If a customer changes their mind again, ring up a new sale.