Editing the Smart Receipt

You can edit a number of items on the Smart Receipt, including changing prices, adding or removing line items, and changing the paying client.

Tip: If you make changes to the Smart Receipt, be sure to review the tip modal before finalizing the sale. Verify that the applied tip values have not changed as a result of your edits.

To change the client

  1. Select the client in the Smart Receipt.
  2. Select edit to the right of the client name.
  3. In the Paying Client lookup field, select the X to clear the name.
  4. Select the new client.

To remove a client

  1. Select the client in the Smart Receipt.
  2. Select delete to the right of the client name. A confirmation message appears.
  3. Select Yes to remove the client and all of that client's associated sale items from the Smart Receipt.

To change the service or employee

  1. Select the service in the Smart Receipt to reveal additional options.
  2. Select the X to the right of the Look Up Employee or Look Up Service to remove the item.
  3. Select a new service or employee from the appropriate drop-down.

Note: An employee profile must have Allow Sales selected to be available in the Look Up Employee field.

To add a line item

  1. If there is more than one client in the Smart Receipt, select the client's name.
  2. For that client, add a Service, Product, Membership, Package, and/or Gift Card to the Smart Receipt.

To adjust the Quantity or Price of a line item

Note: If you are ringing up a service that is linked to an appointment and you increase the quantity of that service, the service will be split into two lines: one line for the service linked to the appointment, and the other line to account for the rest of the items.

  1. Select the line item in the Smart Receipt to reveal additional options.
  2. Change the number in the Quantity or Price field to the desired value. The Subtotal and Total amounts are updated.
  3. Select Employee receives full commission to give the employee a starting commission amount based on the price in the item's definition, not the discounted price. If this option is not enabled, the employee will receive commission based on the price sold in the register.

Note: The "Full Commission" option does not affect price adjustments from Member Benefit Templates, Cancellation/No-Show Fees, or Mark Items on Sale. Those adjustments automatically give the employee a new starting commission price. They cannot be removed, which is why the "Full Commission" option is not available if they are the only discounts on the transaction.

However, the "Full Commission" option may become available if additional discounts are added to the transaction. Keep in mind that enabling Full Commission removes only the additional discounts from commission calculations. The new starting commission price will be used to calculate commission, as adjustments from Member Benefit Templates, Cancellation/No-Show Fees, and Mark Items on Sale are always honored, even when Full Commission is enabled. 

To remove a line item

  1. If there is more than one client, select the client name in the Smart Receipt.
  2. Select delete to the right of the line item. The item is removed from the Smart Receipt, and Subtotal and Total amounts are recalculated accordingly.