Transaction Reports

View detailed information about specific transactions, such as sales, refunds, cancellations, open invoices, and terminal closures.

1. Sales Receipts: Provides detailed information about each completed sale.
2. Refund Receipts: Tracks all refunds processed, including the items refunded and payment methods used.
3. Cancelled Sales Receipts: Lists all sales that were cancelled, along with details on who cancelled them and the reasons.
4. Open Invoices: Displays invoices that have not yet been paid, helping track outstanding payments.
5. Terminal Closure: Summarizes cash and card transactions processed during each shift or day, helping to reconcile terminal activity.

Highlighted Report: Sales Receipts

Provides a detailed breakdown of each completed sale, including items sold, payment types used, and customer details, which helps you track transaction history accurately.

Steps to Generate the Report

1. Select Date Range: Choose Date From and Date To to specify the timeframe for the report.

1. Select Store: If you have multiple stores, select the specific store you want to view.

1. Click Update: Click the update button to load the report with the selected criteria.

1. More Filters: Use Additional Filters to further refine the report by criteria like payment type, item category, or specific cashier.

1. Download the Report: The report can also be downloaded in Excel format for further analysis.

Important Tips

1. Account Limitations: If your account is Free, the information will be limited to the current day only.
2. Review Sales Receipts Regularly: Regularly review Sales Receipts to ensure all sales transactions are accurate and any discrepancies are addressed.
3. Monitor Refunds: Use Refund Receipts to track returned items and identify frequent issues, such as defective products or incorrect sales.
4. Track Cancellations: Regularly check Cancelled Sales Receipts to understand why sales were cancelled and identify potential issues.
5. Keep Open Invoices in Check: Use Open Invoices to monitor outstanding payments and follow up promptly with customers.
6. Ensure Terminal Closure Accuracy: Verify Terminal Closure reports to reconcile cash and card transactions for each shift.