Transaction Overview
The Transactions screen is a read-only record of money moving in and out: every payment, and every refund tender, with the order it belongs to.
What this covers
Find a payment. Open Transactions. Search by part of a transaction number or reference number, such as the last digits on a slip, or by an order number, which must match exactly (leading zeros are ignored). Filter by status (Pending, Completed, Canceled, Failed), payment method and amount. Refund tenders show as their own rows beside the payments.
Read one. Tap a row. The page shows the transaction number, reference number, payment method, type (payment or refund), amount, status, transaction date and when it was recorded. Tap the order number to open the order.
| Field | What it means |
|---|---|
| Transaction number | The unique number |
| Reference number | Your own code for matching, such as an e-wallet reference, a card slip or a bank reference |
| Order number | The linked order |
| Payment method | How it was paid |
| Type | Payment or refund |
| Amount, Status, Date | What, how it stands, and when |
Where records come from. Payments are taken in Using the POS Register. Refund tenders are recorded in Completing a Refund. This screen only finds and shows them.
Works with
| Add-on or plan | What changes |
|---|---|
| Plan history window | How far back the list reaches follows the plan: Basic 1 month, free trial 2, Starter 3, Lite 6, Standard 12, Premium all. Older records are not deleted and return if the plan is raised. |
Guides in this section
Related guides
Edge cases
- Every payment is recorded as Completed when it is taken, because the store is paid straight into its own account. Nothing in the app creates a Pending payment, and nothing confirms or cancels one by hand.
- A safety net runs every 15 minutes. A payment left Pending over an hour is marked Failed and the order's totals are worked out again. It is dormant today.
- Change given is not shown on the transaction page. Open the order to see it.
- The first page of the list is kept briefly on the server, so a very new payment may take up to a minute to appear.
- Search takes whole numbers, so a part of a reference will not match.