To ensure accurate financial records and effective management of transactions, voiding a check in the Salido POS is a critical operation. This action is typically taken to cancel a check for various reasons, as predefined in the Bridge under Void Reasons.
Note:
- Voiding a check requires specific user permissions or manager approval, depending on your POS Role settings in the Bridge. For guidance on configuring POS Roles, click here.
- Before voiding a check, any associated payment must be voided first. For guidance on Voiding a Payment, click here.
To Void a Check in the POS:
1. If logged out to the PIN screen for inactivity, enter your PIN and tap to log back into the POS device
2. On the home screen of the POS, tap the button to bring up the features menu
3. Tap the Check icon to bring up the Checks List
4. Select the check requiring voidance from the Checks List view
5. In the check detail view on the left, tap the three dots to bring up the check options
6. Tap Void to bring up the Void Check options
7. Tap the arrow to bring up the Void Reasons, then choose the proper reason from the drop-down menu
8. Tap on Void Check
9. If you do not require a manager's permission to void a check, skip to Step 10; otherwise, have the manager approve the Void using one of the following two methods:
- Ask the manager to enter their PIN directly into your terminal
- Ask the manager to approve the Void by tapping approve on the pop-up message they will receive on their terminal
10. Ensure successful check cancellation by verifying the notification at the top of the screen
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