Correct a wrong payment mode

A busy counter sometimes saves a UPI payment as Cash, or the other way round. Correcting the mode keeps your Dashboard, Cash Drawer and reports accurate, without changing the amount.

What this feature does

• Service bills: you change the payment mode by editing the bill.
• Membership, Service Package and Advance Package payments: the Owner/Admin uses Edit mode on the payment. Only the mode changes — amount, payment date, price, paid amount and outstanding stay the same. The same payment is updated; no new payment is created.

Who can use it

Where to find it

• Service bill: Home Dashboard → Modern Customer Feed → ⋮ → Edit Bill.
• Membership or package payment: open the customer's profile, click Active Memberships or Active Advance Packages, and find the payment in the timeline. An advance package can also be opened in Edit Advance Package → Payments Received.

How to use it

On a service bill

1. Open ⋮ → Edit Bill.
2. In the Payment panel, choose the correct mode (use Dual payment if it was split).
3. Click Save & print and type the Reason for Modification (for example "Changed payment mode from Cash to UPI").

On a membership or package payment (Owner/Admin)

1. Find the payment and click Edit mode.
2. The Edit payment mode window shows the Amount, Received on and Current mode.
3. In Correct mode, choose the mode actually received.
4. In Reason for correction, write at least 20 characters.
5. Click Correct mode. You see "Payment mode corrected: Cash → Gpay/UPI" (for example).

Important rules and limits

• The new mode must be real money (Cash, Card, UPI …). Wallet, Package, Advanced Package, Loyalty, Membership, Complimentary and Prepaid Coupon cannot be chosen.
• Wallet or package redemptions are not payments and cannot be re-moded.
• You cannot pick the mode the payment already has.
• After a correction the payment shows Corrected from … by … / Mode corrected from … by …, with the reason on hover.
• Each correction is recorded in the Audit Trail, the Activity Feed ("Payment Mode Corrected") and on the customer's timeline.
• Dashboard figures refresh to show the new mode.

Common problems

I do not see the Edit mode button?

Only the Owner/Admin sees it, and only on payments made in real money.

"Reason is required — at least 20 characters."?

Write a fuller reason, for example who noticed the error and what the customer actually paid by.

A Manager cannot change the mode on a service bill?

The Manager's 10-minute window has passed. Ask the Owner/Admin.