<aside> 💡 Open transactions may be Canceld from:

Wish to dive deeper into Transaction States? Read the Full Explainer about Transaction states

Transactions can have the following states:

  1. Open: Open transactions are transaction that were started, but either the cart was abandoned, or the transaction was not finalised in the POS. Open transactions allows for more items to be added to the same transaction. Items are NOT issued.
  2. Due: Due transactions locks the transaction, preventing any items to be added to the transaction. Due transactions may only be modified by adding/removing payments, recalling, or refunding the entire transaction. Items are issued to the linked profile. Available on Business and above
  3. Succeeded: Transactions that have been successfully processed and completed.
  4. Cancelled: Transactions that have been intentionally terminated.
  5. Refunded: Transactions for which a full refund has been issued.
  6. All: Comprehensive view of transactions across all states. </aside>

<aside> <img src="/icons/warning_red.svg" alt="/icons/warning_red.svg" width="40px" /> If you wish to Cancel a transaction, you can only do so if no payment is attached. If a payment method is tied to the transaction (e.g., a payment link), the payment must be Cancelled first. Cancel Payments, and Cancel Transaction

Once the payment is cancelled, the transaction will become eligible for Cancellation too.

Transactions without payments attached can be Cancelled immediately from the point of sale to keep records organized and tidy.

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Bulk Cancel from The Point of Sale

<aside> <img src="/icons/info-alternate_lightgray.svg" alt="/icons/info-alternate_lightgray.svg" width="40px" /> The "Cancel Transactions" in the Point of Sale allows you to bulk Cancel open transactions that do not have attached payment methods. This keeps your POS tidy, especially useful at the end of the day.

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Cancel from POS.mov

Cancel Payments, and Cancel Transaction

<aside> <img src="/icons/info-alternate_lightgray.svg" alt="/icons/info-alternate_lightgray.svg" width="40px" /> The video below demonstrates how to Cancel a transaction from the POS/Sales page when a payment method is attached.

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cancel pay and Cancel.mov

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Point of Sale Guides