Lightspeed O-Series (Kounta) - How to correct an On Account order (and apply to a Member House Account)

If the POS operator accidentally applies an order (Sale) to "On Account", this will be highlighted in Xero with an invoice that is automatically generated waiting for payment.

If this order was supposed to be paid via the Member House Account, the tidy up process is fairly simple to correct. Steps are as follows:

First step - Repeat the order again, but this time correctly apply to the Members House Account.

1. Create a sale with the same sale items (can be seen on the invoice that was created in Xero)

2. Add Customer, and select the correct customer.

3. Use the Member House Account "Pay" option (rather than the Checkout option) to apply the sale to the Member House Account 

(provided there is sufficient funds!)

This step effectively creates the order how it should have been created in the first instance.

Second step - Reverse the original order (to delete the order from Kounta, we will need to complete the sale, and then refund it).

1. On the same register the sale was made, go into the POS, Orders, Account orders, and select the correct Account Order:

2. Tap Apply Payments on the order, and enter the balance of order total

3. Make the sale to Cash (which we will reverse in the following steps)

4. Refund the order by going into the POS, History. Find and select the order.

5. Tap refund sale, and give reason "Other".

6. Ensure you refund to the same payment type as step 3) above - Cash. This will keep your register in balance.

Last step:. Delete the Xero invoice - this is not necessary any longer