Transactions lists every receipt, void and refund, newest first. Cashiers see today's; supervisors and administrators see every day.
Filters
- Quick filters: Today, This session, Corrections only and Clear.
- From and To dates, and Session: type a session reference or a date and pick it.
- Type (sales, refunds or voids) and Status.
- Lists where you can tick several values, each with its own search: Customer, Category, Product or service, Accounting code, Taken by, Department (Cost Centre) and Payment.
- Search: a receipt number, an item, a SKU, a customer or a cashier.
Values ticked in one list combine with OR; different lists combine with AND. Ticking two customers and one category shows that category's sales to either customer. The totals at the foot of the table follow the filters.
On each row
View opens the receipt. Void and Refund appear while the sale can still be corrected.
Export
Supervisors and administrators can choose Export to Excel… to download the rows on screen. See Reports and exports.
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