Sales

Overview

The Sales section is your transaction ledger. Every payment that runs through your terminals, payment links, or online checkout shows up here — in real time.

Time Filters

The top of the page has quick filter buttons to scope what you’re looking at:

• Latest — the most recent transactions
• Today — everything from today
• Last 7 days — the past week
• Current month — month-to-date
• Last month — the previous calendar month

Need a custom range? Use the date pickers next to the quick filters to choose any window you like.

Search

The Search by field lets you find specific transactions by:

• Order ID
• Terminal ID
• Card number (last four digits)
• Customer email or reference
• Amount

You can refine even further by combining the filter and the date range.

Transaction Table

Each row in the list shows:

Column	What it shows
Status	Whether the sale was successful, voided, or refunded
Order ID	The unique reference for the transaction (clickable)
Terminal	Which device the sale was taken on
Store	Which location the terminal belongs to
Amount & currency	The total charged
Date & time	When the sale happened

Click the » arrow on any row — or the order ID — to open the transaction detail view.

Transaction Detail

The detail page shows everything about a single sale:

• Card brand, masked PAN, and authorisation code
• Acquirer response and approval status
• Tip amount (if applicable)
• Receipt and digital receipt link
• Terminal serial, store, and operator (if logged)
• Refund history and link to issue a new refund

You can also re-print or email a copy of the receipt directly from this page.

Refunds and Returns

Returns appear in the same list, marked with a Return badge and a negative amount. Click into the original sale to issue a partial or full refund — the portal handles the acquirer reversal automatically.

Bulk Actions

Use the checkboxes on the left to select multiple transactions and export them to CSV for accounting or reconciliation.

Surf AI Insights

Above the transaction list you’ll see Surf AI Insights — short, AI-generated commentary on your recent activity (e.g. busiest hour, average tip, returning customers). It’s a fast way to surface patterns without having to build a custom report.