Voiding a transaction

Void is used to void an incomplete transaction which is represented by an * OR void a transaction that has been processed.

A teller can void any of their own incomplete transactions.

In order to void a processed transaction of your own or another teller, you must have special security privileges.

To Void a transaction

1.  From the main button bar, click the Transactions Button_Transactions button.  The List Transactions dialog appears, displaying all your transactions.

tip20pxTo filter the view to only show Incomplete transactions, see Finding & Viewing a Transaction.

2.Click the Button_Select button next to the transaction to be voided.  The transaction is recalled to the window and the Void Button_Void button is displayed.

Click to view full size
Click to view full size

3.Click the Void button.  The Void Processing dialog appears.

Click to view full size
Click to view full size

 

4.From the Explanation drop-down, select the void explanation. Click the Print Receipt box to print the receipt for the debit/credit card transactions and give to the customer.

tip20pxIf you select "Other", the Comment field is enabled and you must enter an explanation for the Void.

 

5.Click the Process Button_Process button. The Transaction Details dialog appears, displaying a Void tab with details of the void.

6.Click the Close Button_Close button to complete the transaction.

         

Topic Last Edited: 4/22/2015