If a sale has been put through to the wrong member, or you want to move or reassign a sale to someone else, this article explains what is possible and how to correct it.
Can a sale be moved to another member?
No. Once a till sale is completed, it can't be moved from one member to another. This also applies to anything the sale bought, such as PT sessions or other credits, which can't be transferred to a different member.
How to correct a sale made to the wrong member
Refund the sale on the member it was sold to. If the sale was for credits, such as PT sessions, refunding it removes those credits from that member. See Refunding a member: process and rules.
Sell the same items again to the right member through the till. See Till and point of sale overview.
Checking what was sold, and by whom
Till sales are listed in Payments > Transactions, with who they were sold to and when. To see which staff member made a sale, go to Reporting > Accounting > Operating & Performance Report and check the till transactions.
Have more questions?
If you have a question that is not covered here, our Customer Success team is happy to help. Reach out via the orange chat button at the bottom right of your ClubRight dashboard.