Cancel or Hold a Transaction in Progress

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A sales receipt or other transactional document can be canceled or put on hold at any time before saving.

Exception: Sales receipts with authorized credit, debit/ATM, or gift card payments cannot be put on hold. See note below.

- Canceling permanently discards the document; no record is kept and inventory is not affected.

- Holding a document temporarily saves it in its present state. Holding a document does not affect inventory quantities. Later, you can return to a held document, complete and save it, at which time inventory will be updated.

What would you like to do?

Cancel a transaction in progress

1. Select Cancel from the bottom of the document anytime before saving.

2. In the confirmation dialog, answer Yes to discard the document.

Or, answer No to return to the transaction.

Hold a transaction in progress

- From the bottom of the document, select Put on Hold (or Hold <document type>).

While a document is on hold, you can print, view, or delete it. (May be subject to security rights)

View or take a transaction off hold and complete it

1. Access the held document list by selecting, as appropriate:

- Held Receipts from the Point of Sale menu

- Held Vouchers from the Purchasing menu

- Held <Quantity or Cost> Memos from the Inventory menu

- Held Transfer Slips from the Inventory menu

You can also make this selection from the bottom of a blank document of the same type.

2. Locate and highlight the document, then select Unhold.

- You can also print, view, or delete held documents. (May be subject to security rights. No copy of a deleted document it is kept.)

- (Pro) Held receipts can be converted to customer orders. With the held document selected, choose Make Customer Order and an order type from the I Want To menu.

- To leave the held list without un-holding a document, select Go Back (or Close).

2. Complete and save the document in the usual manner.

Notes:

- Placing a document on hold temporarily sets it aside. With a document on hold you can carry out other activities, make another document of the same type, run reports, or even exit from Point of Sale. There is no time limit for how long a document can be left on hold.

- If changes are made to your sales tax rates, item prices, a customer's discount, etc. while a document is on hold, that document will not automatically reflect the new information when it is unheld. The unheld document retains the original information. If necessary, delete and re-list the item(s) and/or customer in order to reflect changes.

- The document number field on held documents is temporarily changed to "Held". A new document number is assigned when the document is taken off hold and completed.

- If using the QuickBooks Desktop POS Merchant or Gift Card Services, you cannot hold authorized credit card or gift card sales receipts. You will have to cancel/void the payment first. When canceling a credit card sales, the customers account is never charged. When canceling a gift card receipt, Point of Sale contacts the gift card service to update the card balance.

- Once authorized, debit/ATM receipts cannot be held or canceled. This is because the cardholder's account has already been debited for the sale amount.

- In a multi-workstation environment, a held document can be accessed and unheld from any workstation on the network.