In this article you'll find:
If a receipt was accidentally assigned to the wrong service provider, you can change it afterwards through Sales. Changing the service provider does not affect where the money goes — only the reporting of sales and the commission calculator.
NOTE! Changing the service provider is only possible when the change happens within the same company (owner <-> employee <-> student). The service provider cannot be changed if the company on the receipt changes (owner <-> chair-rental entrepreneur).
Changing the service provider on a receipt
Here's how to change the service provider on a receipt:
Go to "Sales" -> "Transactions"
Open the receipt you want
Click "Details"
Change the service provider to the correct one
If there are several receipt rows, change the service provider on each receipt row
Click "Save"
Situations where the change is not possible
The service provider is under another company
Changing the service provider is only possible within the same company.
The same business ID must remain on the receipt.
The receipt is more than 90 days old
Receipts older than this can no longer be changed.
It's therefore worth making the change as soon as possible, so it doesn't get forgotten.
Permissions for changing the service provider
The salon owner and service providers in the administrator role can also grant permissions for changing the service provider to other service providers via "Settings" -> "Users".
