How do I cancel a cash charge I accidentally made?

[JBOX]

How do I cancel a cash charge I accidentally made?

[VanKalkerFarms]

You can refund it so that it will cancel out.  https://squareup.com/help/us/en/article/6116

[JBOX]

Thank you.  That did it.

[AtHome]

I also did this and issued a refund. Somehow on my phone the calendar skipped ahead to another customer. BUT, now I'm not given the option to charge that customer for their actual  appt. It's showing PAID from the incorrect charge, and for the wrong amount, and also won't allow me to send the correct receipt. Now what?

[JustinC]

Once the payment is refunded, you aren't able to reprocess payment for the same appointment. You'll need to run a separate charge through checkout. @AtHome

[AtHome]

So do you mean just add the service on again to charge for it? I don't want it to show up as double on the receipt.

[JustinC]

Yes, from the app, go to Checkout to add the service then charge.

Since the payment is separate from the appointment, the customer won't see double on their receipt. Your numbers will balance since you've already refunded the accidental charge. 

@AtHome

[AtHome]

Ok great. I'll go in and do that. Hopefully, won't make that mistake again, but at least I know how to fix it now. Thank you 😊

[AtHome]

Reply #2 - I actually can't do that, because the first charge, even though refunded, shows the appt as PAID, so I don't get a new checkout option. Plus you get the error notification that you can't edit a paid appt 😔

[JustinC]

Disregard the appointment that you refunded.

Open the POS or Appointments App, tap the menu, select Checkout, add the service to the sale, hit Charge. Enter customer's payment details, then complete payment. 

If you're logged into the Dashboard Online, process the payment using the Virtual Terminal (option found in the navigation menu).

@AtHome

[AtHome]

Ok, I figured it out, but it's different than what you instructed. I had forgotten all about the Checkout option in the menu. But you have to choose a customer first. If you just choose Checkout, you don't get the option to add the customer info after that (at least I didn't). So I did it wrong the first time and had to refund the charge. But at least I know how to fix it next time. So thank you for pointing me in the right direction 😊👍

[JustinC]

No worries! Yes, that way works too if you want to attach the transaction to the client's profile. 

FYI: You're still able to add them to the sale directly from Checkout. Make sure in Settings > Customer Mgt that Collect Before and After Checkout is enabled. When ringing out a sale, tap Add Customer in the dropdown menu above the cart or the customer icon on the confirmation screen after completing the sale. 

@AtHome

[AtHome]

Ok, I'll check that. Thanks for all the help 😊

[JustinC]

No worries ! @AtHome