Find a sale in Transactions

Every sale and refund on the till lands in Transactions, on the Reports screen. It covers every device on the till, so you can look up a sale made at another counter.

Find a sale

1. Go to Reports and find Transactions.
2. Search by receipt number, amount, the last 4 digits of the card, or an item name.
3. Narrow it with All, Sales, Refunds or Failed / voided.

The list starts with the last 24 hours. Press Show 7 days, then Show 30 days, to look further back.

What you can do with a sale

Tap a sale to open it. You see the items, discounts, VAT, tip, the status and how it was paid, with the card details for a card payment. From there you can:

• Print receipt, or show it as a Link / QR, or email it.
• Void it, the same day, before the payment settles.
• Refund all or part of it. See Refunds and voids.
• Check with Surfboard to fetch the latest status and card details of a card payment.

Who may void or refund depends on your rules. See Roles and permissions.

Today at a glance

At the top of Reports, Today shows the day's sales, refunds, VAT and tips, By payment method and By VAT rate. Further down are the last five Z reports and Payment links.

Export for your accounts

Under Export, press Export CSV for a spreadsheet of the orders the till has loaded: receipt number, time, payment method, totals and VAT. The number on the button tells you how many. To go further back, press Show 30 days in Transactions first. Each Z report also has its own CSV link, which holds that whole shift.

Settlement reports for card payments come from Surfboard Payments. See Payouts.