A thriving business makes numerous sales a day. After a few months or weeks, finding a particular transaction can be just about impossible.
Searching My Transactions, you can immediately find specific sales to review, refund and reprint receipts from.
Finding a previous transaction:
- Choose 'My Transactions' from the navigation panel
- Using the filter options above, select the subset of transactions you wish to view.
- Filter transactions further by starting to type in the top search bar. Transactions will be filtered as you enter the search term.
- Click on a transaction listing to view more details.
- If needed, select Export > Sales Summary to retrieve a csv file of the selected transactions. If you use Tablet POS you also have the option for Item Summary which exports your product sales.
My Transactions can be searched using a variety of information including:
- Customer name and email
- Sale description
- Date & Time of Transaction
- Transaction source