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How to manually adjust an account balance held on the POS terminal.

Jonathan Hutchings avatar
Written by Jonathan Hutchings
Updated over 2 weeks ago

If someone had typed in the wrong amount when adding money (top up) onto a pre paid account, you will need to manually adjust the balance.

If the system is configured so that the balance is held in Touch Office Web+, then the balance can be adjusted in the Touch Office Web+ Customer menu. However, if the balance is held within the POS terminal then you will need to use Refund mode to reverse the transaction.

  • Work out the total amount that needs to be deducted from the account.

    • Some systems are configured for an account uplift when topping up. In this scenario you will need to include this figure when making the adjustment.

  • Sign on to the POS terminal.

  • Select Refund Mode.

  • Using the numeric pad on the payment screen, enter the amount that needs to be deducted and press the Top Up Account button.

  • Now select the same in drawer totaliser that was used originally.

  • The account balance and the in drawer total will now be adjusted.

  • Remember to go back and select Sale Mode.

Important:

When entering a monetary value via the numeric pad, you cannot enter a decimal point so you have to enter the punfs and pence. For example £12 would be entered as 1200, £1,000 would be entered as 100000.

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