How to change a transaction / bill date

If you've forgotten to check out a client's bill from the previous day, you might need to update the date on the bill. This guide will show you how to do it easily.

In some situations, you may need to adjust the date of a client's checkout in SalonIQ. This typically occurs when you receive payment in the salon via cash or card but forget to process it in SalonIQ at the time of the transaction.

Fortunately, you can address this oversight by processing the payment on the same day and then going back to the bill to edit the date accordingly. However, it's important to note that this adjustment can only be made for cash or card payments. Stripe payments cannot be altered due to reconciliation requirements.

By allowing date changes for cash or card payments, you can ensure that your records remain accurate and up-to-date, reflecting the actual transaction dates.

Changing a payment date 

How will this show on my end of day

How to change a payment date

Once you have processed your payment go to Menu >  Bill Finder

Click on the transaction and choose change date.

You will then be asked to choose a date, click the date and press change date.

The bill will now appear in bill finder on the date you selected.

How will this show on my reports

If you have already cashed up for the previous day, your end of day report will change and show as a variance.

All other reports will be updated, and the transaction will be reflected on the amended date.

If you have any questions regarding changing a transaction date,  please email help@saloniq.com or call 01892 28123 opt.1