Transactions

Open Transactions to see completed sales and refunds. The top totals apply to the date and view you chose.

Use the date, payment filter, and list view to find what you need. Check a sale's full details, not just its total.

Choose the sale date, then open the sale. Check its items, total, payment, staff name, customer, and notes.

Choose Receipt to view or send a receipt again. Choose Refund for a return. If a sale used a card, check its payment status too.

Enter or scan the receipt number in Transactions. You can also pick its date and payment type.

A deleted sale may still be found by receipt number. Deleting a record is not a card refund.

Open the sale and choose Edit, if available. Check the cart on Sell, make the needed change, and save.

Do not assume that editing the record also charges or refunds a card. Check the payment result. Use the refund flow when money must go back to the buyer.

Open the sale and use Add Tip or Add Tip Adjustment when shown. Check the payment method, allowed amount, and confirmation before saving.

Not every payment supports a later tip. Do not assume a note or edited total charges more money. Check the final payment result.