Recipe

Payments, pricing and profit

Undo a checkout, or send Ready to Pay back to Confirmed

Two different undos. One reverses a payment you marked yourself, the other reverses the check out that never took one.

1 min read · Owner or front desk · Running day to day
Open in Petboost

Which undo you need depends on whether money was recorded or only a status was.

  1. Open the booking from Appointments.
  2. If it was marked paid by cash, bank transfer or Other EFTPOS, open Manage on the Invoice and select Un-mark as Paid & Re-process.
  3. Tick the acknowledgement, then select Confirm & Re-process.
  4. If it was only checked out, open Manage beside the booking's status and select Undo check out instead.

Confirm & Re-process puts a payment you marked yourself back to Ready to Pay, so the money can be taken another way. A booking that was only checked out is a different fix, and it is not in the invoice's menu: Undo check out returns it to the status it held before the check out, such as In Progress or Confirmed. That one is not offered when the service that would move the booking forward again has its own automation switched on, because the timer would simply push it back through.