Easily correct cash register errors on Yoplanning

Introduction

In the daily use of Yoplanning, it may happen that you make a mistake when entering data in the cash register, such as an error in the payment method or amount. Due to strict tax regulations, these entries cannot be deleted or directly modified. To correct such an error, it is necessary to perform a reverse operation, i.e. a refund and then record the correct transaction.

Steps to Use the Feature

1- Error Identification

• Go to the "Orders" section.

• Find and select the relevant command.

2- Proceed to Reimbursement

• Open the wrong command.

• Click on the "Refund" option.

3- Reimbursement Date

• The refund window opens: at this point, choose the refund date if it has been made in advance, or leave the current date.

4- Create the refund

• Select the same payment method

• Do not put a negative amount, just enter the correct amount then click "Create"

5- Correctly record the transaction

• Once the refund is made, add a new payment

• Change the date if necessary

• Enter the amount, then finalize the transaction by clicking on "Create" at the top right to save the action.

For more details regarding automatic refunds via a payment gateway, please refer to this article.

Tips for Use and Best Practices

• Strict Verification: Before validating a transaction, always verify the details entered to minimize errors.

• Date Management: To maintain clear records, always adjust the refund date to that of the original error if the refund is not immediate.

• Error Documentation: It is advisable to note the reason for the refund for better traceability.

Common Problems and Solutions

• Issue: Wrong Amount in Refund Solution: If you enter an incorrect amount when refunding, repeat the refund process with the correct amount.

• Problem: Missing Refund Date Solution: If you forget to set the refund date, your accounting may be inaccurate. Check and adjust the dates if in doubt.