Review transactions

1. In the office panel open Transactions.

2. Pick the period: use the today, Current month, or Previous month buttons, or select any date range in the date field below them.

3. If your account can see other people’s sales, narrow the list with the Employee dropdown or tick all employees to see everything.

4. Each row shows the transaction: Status, Date, Client, Value gross, Paid, Items, Employee, and Invoice. The Status badge is paid, not paid, or future (for a transaction dated in the future). Use the Search: box above the table to filter the list, and click a column header to sort.

   

5. In the Invoice column you can:

   • click Create to request an invoice for the transaction,
   • click Download once the invoice is generated,
   • see a pending badge while the invoice is being generated.

6. Click Details on a row to open Transaction details — it lists the Payments received for the transaction, and for a partially paid sale you can record another payment with Add.

Note

The Transactions menu item is visible only to staff who can manage transactions or display all transactions.

Tip

Transactions are created by sales at the front desk — see Sell a pass at the front desk. You can also review a single person’s purchases on their profile — see Check a customer’s payments.