Correcting a Closed POS Order

There are two ways to fix a closed order in Clubspot, depending on how the order was originally paid. If the order was charged to a House Account, you can reopen the original order and make changes directly. If the order was paid by card, you will need to create a new order to apply any additional charges.

In most cases, fixing a closed order means adding something that was missed. The correct workflow depends entirely on the original payment method, so the first step is to determine the payment method

You can reopen a closed order if it was charged to a House Account. To do so, click on the closed order > (if you're finding the order from the admin dashboard, click 'view pos details') > click on the quick action tile for "reopen order." This will essentially cancel the original order, reverse the transactions on the member tab, and create a new order that is a mirror image of the previous order. You can then proceed to edit the new mirror-image order to modify items, adjust the tip/discount, or change the customer before closing it again. Closing an order does NOT automatically fire the items on that order, so you can safely take payment without duplicating printed tickets.

While you cannot reopen a closed order, you can create a new order using the payment method from the original order. This feature is commonly used if you forgot to charge the customer for something prior to closing out an order, and would like to start a new order to charge them an additional amount.

To do so, click on any closed order and scroll down to the quick actions section. You will see an option to open a new order (for the same customer). Click this tile, and Clubspot will automatically set the same customer and card from the original order, and drop you on the menu view to add line items to the new order.

For guest (non-member) Card payments only - Notice that the payment method from the original order is available to charge on the new order, too. Clubspot allows you to charge the same guest (non-member) card from the original order in case the customer has already left the property by the time you want to create a new order. If the customer is a member, you will instead see the option to charge to their member tab, or pay with any payment method that the member has elected to store on file.

If the correction you'd like to make to an order paid by card is that they were overcharged (as opposed to undercharged, as outlined above), you'll need to follow these steps to issue a refund: https://help.theclubspot.com/en/articles/4693824