Overview

This article explains how to void or edit a payment on a finalized receipt in Platter using the Orders module. From the Orders screen, users can filter invoices by booking type and status, open the specific invoice, and void or edit its payments from the receipt view. When a payment is voided, Platter automatically creates a negative transaction entry. If the user had split the bill, each split invoice must be voided individually.

Prerequisites

• User must be logged into the Platter POS

• The user must have access to the Orders module.

• The receipt must already be finalized (Paid) before it can be voided

• For split bills, the user must void each split invoice manually

Steps

1. Tap Orders in the left navigation bar.

• Use Filters to narrow down invoices (Booking type: Dine in, Takeout, Delivery; Status: Open, Closed).

  

• Select the invoice, and its details will display on the right side.

• Tap Open order, then tap Checkout to view the full receipt.

  
  

2. Void the Receipt

1. Once the receipt is open, tap Void next to the payment. If the receipt is finalized, tap Unfinalize when asked, then tap Void again. Without void permission, an authorized Operation PIN is required.

   

2. Platter will create a negative transaction entry showing the voided amount.

   

3. If the user had split the bill, each split invoice must be manually voided by selecting and voiding them individually.

3. Edit transaction

• If the payment method is Cash

  • Tap Edit next to the payment. If the receipt is finalized, tap Unfinalize when asked, then tap Edit again.

    

  • Enter the correct amount (and tip, if needed)

    

  • Tap Complete

  • The invoice recalculates automatically

• If the payment method is Card

  • Edit is not available for card payments taken on the payment terminal

  • Tap Refund (or Void within 24 hours of the payment)

  • Process the refund on the terminal

  • Re-enter the correct payment amount

  • Complete the transaction again

Troubleshooting

Void button not showing

• Void is not shown on payments that are already voided or refunded.

• Card payments taken on the payment terminal more than 24 hours ago show only Refund.

• If an Operation PIN is requested, your role does not have void permission. Contact an Admin to update your access.

Invoice not appearing in the Orders module

• Check the date and the filters (Booking type and Status).

• Select Closed or All under Status if searching for finalized receipts.

• Pull down on the list to refresh it if the order was recently completed.

Unable to void split bills

• Each split invoice must be voided individually.

• Make sure each part of the split is selected individually.

• If a split invoice is missing, refresh the Orders list.

Negative entry is not showing after void.

• The POS may need a quick refresh; close the order and reopen Orders.

• Ensure no network issues are preventing sync.

• Ask Admin to verify that financial records are updating correctly.

The order does not open when selected.

• The POS application may be stuck; restart it.

• Check for low internet connectivity.

• Ensure the order was not deleted or modified by another user.