Video tutorials (3)
Steps
- Open Recent Transactions. Open the drawer and tap Recent Transaction. The screen needs internet; offline it shows Please Connect to Internet to see Recent Transactions.
- Search for a sale. Type in Search by Invoice No to jump to one invoice, or start typing in Search By Customer and pick the customer from the suggestions.
- Filter the list. Choose a Status (Paid, Due, Partial or Refunded), tap a payment mode chip such as Cash, Debit or Credit, or All Modes, and set the From and To dates.
- Apply the filters. Tap SEARCH. Switch between List View and Grid View with the view toggle.
- Read the totals. The cards at the top show Total Orders and Total Sales for the sales currently listed. They change with your filters.
- Print the day's list. Tap Print this list to print the filtered list as SALES TRANSACTIONS on the default printer.
- Act on a sale. Open a sale to see its Invoice Details and use Print Invoice, Share Invoice, Edit Sale, or Void Sale or Refund Sale.
What you can do from a sale
Each sale carries a coloured chip for each payment method used; a split sale shows one chip per method. The actions on a sale depend on the user's role.
- Print Invoice reprints the receipt; Share Invoice sends it from the device.
- Edit Sale loads the sale back into the cart (role permission Edit Completed Sale).
- Void Sale or Refund Sale returns a payment (role permission Refund / Cancel Invoice).
- Resend to server appears when sales rung on this till haven't reached the server.
Limits
Recent Transactions reads from the server, so it needs internet. Staff need Recent Transactions in the Sales & Transactions group of their role, or a manager's approval. For long date ranges and exports, use Sales in the web back office.
Frequently asked questions
Why does Recent Transactions show no sales?
The filters may be too narrow; the screen reads No transactions match the current filters / range. Widen the dates, set the status and payment mode back to all, and tap SEARCH again. Also check the till is online.
How do I print a list of today's sales?
Set From and To to today, choose any status or payment filters you want, tap SEARCH, then Print this list. It prints SALES TRANSACTIONS with the orders shown.