PlanIt EPOS · Receipts, Refunds & History

See who changed a quote, invoice or receipt

What does this do?

Every document keeps its own history: when it was raised, each payment, every email sent, the payment method changing, notes, and every edit with what changed, when and by whom. It answers the question 'they said they were never told'.

How to use it

  1. Open the document. From History press View on the row, or open it from Quotes or Invoices.
  2. Press History in the toolbar of the open document.
  3. Read the list from top to bottom: raised, deposit and payments, sent by email or WhatsApp, opened by the customer, edited, payment method changed, notes.
  4. An edit line shows the fields that changed and the name of the person who saved it.
  5. Press Close when you are done.
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Related guides

Correct a mistake on a receipt

An unpaid receipt with no catalogue stock on it can be edited in place. Once money has been taken the correction is a refund or credit note, and once stock has moved it is a void and a re-ring. The button tells you which applies.

Receipts, Refunds & History

Edit, void or delete a quote

Quotes can be changed until they are converted. Every change is kept in the document's history, so you can always see what it said before, when it changed and who changed it.

Quotes

Edit an invoice (and when you can't)

An invoice can be edited until money has been taken against it or stock has moved. After that a change is made properly with a refund or credit note, or by voiding it and raising it again.

Invoices & Getting Paid

Check which emails a customer has received

Emails sent lists every email the shop has sent this customer from the till, with when it went, the address, the document and whether it succeeded or failed.

CRM & Customers

See whether a quote was opened or accepted

The Quotes list shows where every quote is: saved, sent, opened, accepted, declined, converted to an invoice or voided. You do not need to ring the customer to find out.

Quotes

Change the payment method on a sale

Pressed Cash when it was Card? Change the recorded method on the sale. The sale itself is untouched and today's Z report updates to match.

Payments & Deposits
Questions this guide answers
  • How do I see who edited a receipt?
  • Can I check when a quote was emailed?
  • Is there an audit trail on invoices?

Last updated 2026-09-03 · Direct link for this feature