Edit or delete a sale

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Fix a mistake in one sale, or remove it.

1 minute · Owner

Edit a sale, then delete onecoming soon · 1:40

Edit a sale

1
Open Sales and choose Sales Log.
2
Find the sale. Find a sale in the Sales Log shows how.
3
Press the pencil at the end of its row.
4
Change what is wrong in the Edit Sale window.
5
Press Save Changes.

After each edit or delete, pay is worked out again from the sales log, so the next run uses the corrected sale.

Delete a sale

1
Open the sale with its pencil.
2
Press Delete Sale.
3
Press Yes, Delete Sale.

A delete is permanent. To get the sale back, record it again or upload the file that holds it.

When the sale was already paid

A Pay Team run locks each sale it pays. The window opens as Locked Sale, with its fields greyed out and no Delete Sale button.

To correct a paid sale, undo that person's run in the Pay Team window on Payouts, make the change, then run pay again.

Frequently Asked Questions

Why does a sale's pencil have a lock on it?

The sale was paid in a Pay Team run. What was paid cannot be edited or deleted until that run is undone.

We corrected a premium in our spreadsheet. Should we upload it again?

No. The changed line would come in as a second sale. Change the premium in the Edit Sale window instead.

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