WellnessHub

POS transactions, payments, refunds, and reconciliation

Validate core ledger operations including multi-payment and reconciliation.

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Business OwnerOperations and Performance20 min
Guide scope
Use this to prepare before starting execution.

Primary route: /console/transactions and /console/reports

Prerequisites

  • At least one customer and one service exist.
Step-by-step test instructions
Follow in exact order. Do not skip steps.
  1. 1. Create a sale transaction with service/product line items and optional add-ons.
  2. 2. Apply one-time price override and test Set as New Price behavior.
  3. 3. Add multiple payments with different methods until fully paid.
  4. 4. Process a partial refund and verify balances update.
  5. 5. Void a pending transaction and confirm status validation.
  6. 6. Soft-delete and restore one transaction from deleted list.
  7. 7. Open reports and check booking-transaction reconciliation output.
Pass criteria
Guide is complete only when all checks below are true.
  • Totals, paid amount, and remaining amount are correct.
  • Overpayment is blocked.
  • Refund/void rules and reconciliation output are consistent.
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