PlanIt EPOS · Receipts, Refunds & History

Correct a mistake on a receipt

What does this do?

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.

How to use it

  1. From the ☰ menu choose History, find the sale and press View.
  2. Press Edit receipt. If the receipt cannot be edited, the till says why instead of opening it.
  3. Make the change in the editor: customer details, lines, prices or notes.
  4. Press Save receipt. The change is written to the document's History with what changed, when and by whom.
  5. If the till said the receipt is already paid, press Refund to issue a credit note for the difference. If stock has moved, press Void and ring the sale through again.
Open PlanIt EPOS Still stuck? Email support

Related guides

Refund a sale or issue a credit note

A refund gives money back on a sale that has been paid, in full or in part, and records why. It creates a permanent credit note against the original receipt and puts returned goods back into stock if you tell it to.

Receipts, Refunds & History

Void a sale

Voiding says the sale never happened. Its stock goes back, it comes out of every total and report, and it is filed under Deleted receipts. Use it for a sale that was rung through wrongly and no money changed hands; if the customer has paid, use a refund.

Receipts, Refunds & History

See who changed a quote, invoice or receipt

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'.

Receipts, Refunds & History

Add a note to a quote, invoice or receipt

A note is printed on the document and shown on the copy the customer opens online. You can add one when writing the document, afterwards on a finished document, or just for one email.

Invoices & Getting Paid

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

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
Questions this guide answers
  • Can I edit a receipt after it has been saved?
  • Why is there no Edit receipt button on my sale?
  • How do I fix a spelling mistake on a receipt?

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