Paid as Cash by Mistake? Fix It in Under a Minute

It happens several times a week in a busy shop: the ticket is closed as cash, and the client then hands over a card. Or the default payment type was cash and nobody changed it.

Do not delete the ticket, and do not create a second one. There is a purpose-built control for this.

What to do

1. Open the ticket and go to checkout again.
2. On the payment step, look for the Ignore Previous Payments checkbox. It sits under the payment options, with the description "Charge the full amount, ignoring any prior cleared balance."
3. Tick it. Perceny immediately shows you what it is about to undo: "Will refund: $X" — the amount already recorded against the ticket.
4. Choose the payment type you actually want — card, tap, terminal.
5. Charge.

That is it. The old cash payment is refunded, the ticket goes back to a zero cleared balance, and the full amount is charged on the new method.

What actually happens underneath

When you confirm the charge with the box ticked, Perceny:

1. Finds every paid charge transaction on the ticket — and on its group, if the ticket is part of a collaboration.
2. Refunds each of them in full.
3. Recalculates the ticket's taxes from scratch, because the refund zeroed them.
4. Charges the whole amount again on the payment type you chose.

The result is a clean audit trail: a charge, a matching refund, and a new charge. Nothing is silently rewritten, which is what you want if anyone ever asks.

When the checkbox does not appear

Ignore Previous Payments only shows when it is safe and useful:

• The ticket must already have a cleared balance — there is nothing to ignore otherwise.
• That balance must not have come from a card. If the ticket was already paid by card, the checkbox is hidden, because the right tool there is a refund rather than a silent re-charge.

So it is exactly the cash / external-payment case, which is exactly the mistake people make.

If the ticket was paid by card and you need to change it

Use a refund instead. Open the ticket, refund the payment, then charge again on the correct method. See Refund a ticket or a single item.

What about the cash drawer?

If the mistaken cash payment had already been counted in the register, the refund removes it. Check Cash Register after the fix — the drawer should be back to where it was before the mistake.

If the stylist had already pocketed the cash under Stylist Keeps Cash, the refund reverses that too: their kept-cash debt drops by the refunded amount, and the new card charge is recorded normally. See Stylist Keeps Cash, explained.

A note on prices

Perceny will not let a ticket's price fall below what has already been paid toward it — you will see "The price cannot be lower than the deposit or previous payments toward this ticket."

That is a different problem from this one. If the price is wrong and the payment is wrong, fix the payment first with Ignore Previous Payments, then edit the price.

Preventing it

Two settings cut this down:

• Default Payment Type (Payment Settings) — set it to whatever you take most. If 80% of your tickets are card, do not leave the default on cash.
• Reset Tip After Changing Payment Type (Ticket Settings) — stops a card tip surviving a switch to cash, which is the quieter version of the same mistake.