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

Hold a transaction in progress

View or take a transaction off hold and complete it

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.