Sales

Overview

Sales is your transaction ledger. Every card payment, refund, and void from your terminals, payment links, and online checkout shows up here.

Open it from Sales in the sidebar. The page has three parts:

• Period tabs at the top choose which transactions you’re looking at.
• Summary figures for that period: the all-time tiles on Latest, and the Insights block on every other tab.
• The Transactions table, with search and export.

To refund a sale, see Refunds & Voids.

Choosing a period

Tab	What it shows
Latest	Today’s transactions. If there are none yet today, it shows yesterday’s. If there were none yesterday either, the table is empty.
Today	Everything since midnight
Last 7 days	The past week
Current month	Month to date
Last month	The previous calendar month
Custom date	Any date and time range you pick

The selected period appears next to the page title. Click the ✕ next to it to go back to Latest. The period is also saved in the page address, so you can bookmark it or share it with a colleague.

If you’ve picked a store in the store switcher at the top of the sidebar, the title and Insights follow that store. The transaction table still shows all stores. For one store’s transactions, open the store and use its Sales tab (see Stores).

Insights

On every tab except Latest, an Insights block sits above the table. It compares the selected period with the one before it, and the line under the heading says which, for example “Compared with the month before” or “Compared with yesterday at the same time”.

• Key figures — Net sales, Sales (count), Average sale, and Refunds (amount, number of refunds, and refunds as a share of sales). Each shows the change in percent and the previous value.
• Sales over time — a chart of this period against the previous one. Switch between Net sales and Sales with the toggle.
• Highlights under the chart — Best day (or week or month), the average per day, and the Strongest weekday.
• Breakdown — split the period by Payment Methods, Card brands, Entry mode, Channel, Stores, or Terminals. Stores only appears when you’re looking at all stores and have more than one.

Click a row in the breakdown to narrow Insights to it. The filter appears under Filtered by, and Clear filters removes it. Breakdown filters apply to Insights only, not to the transaction table.

If you sell in more than one currency, a currency switch appears in the Insights header. Click Hide to collapse the block. The portal remembers your choice on this computer.

The transaction table

Column	What it shows
Title	The order’s title, if it has one (for example, the product sold). Click it to open the sale.
Date	Date and time of the transaction
ID	The transaction ID
RRN	The retrieval reference number from the card network. Useful when your customer or their bank asks about a payment.
Method	Card brand and the last four digits, or another payment method
Type	Purchase, Return, or a red Voided badge
Terminal	The terminal or online checkout that took the payment (click to open it)
Store	The store it belongs to (click to open it)
Amount	Returns show as negative amounts

Click the » at the end of a row to open the sale. The table is wide. If the last columns are cut off, collapse the sidebar with the toggle next to the store switcher.

Click any column header to sort. Show more at the bottom loads the next 100 transactions.

Searching the table

Use Search by to choose a field, then type in Search. The portal first filters the transactions already loaded. If nothing matches and you’ve typed at least three characters, it searches your whole transaction history. Matches found that way appear under “Not in the loaded list — found in your full transaction history”.

Finding a transaction by ID

The Find transaction by ID… field at the top of the sidebar is available on every page. Paste any reference you have, such as a transaction ID, order ID, payment ID, card label, the last digits of a card, a payment method, or your own external reference, and press Enter.

The results page lists every match. It shows which field matched, whether it’s an Exact match or Similar, the type, the date, and the amount. Click » to open a result. You need at least three characters to search.

The transaction page

The transaction page shows everything about one payment:

• Total, Date, Transaction type, and Method.
• Card details (card payments): card brand and masked number, issuer country, how the cardholder was verified, entry mode (contactless, chip, online), auth mode, auth code, and RRN.
• Terminal and Store, both clickable.
• Status (Approved or Not approved) and Settlement status, with the settlement date once settled.
• Fee and Payout for the transaction, once known.
• Transaction ID, Payment ID, Order ID (opens the order), Reference ID, and Order status.
• Customer details and Order details: the order lines with quantity, unit price, VAT, and totals, plus any adjustments such as tips.

A return also shows Paid back and a link to View original purchase ». A voided transaction says it “was voided before settlement”.

Get receipt at the top opens the customer’s digital receipt in a new tab. From there you can print it or send the link.

Capturing a delayed payment

If the order was created with delayed capture, for example a payment link with Delay capture switched on, the order details show a Capture button. Capture the full amount or part of it, then click Complete. Admins only.

Exporting

Excel export of the current view

Download view (.xlsx) exports the transactions for the selected period. In the Export transactions dialog, choose what to add under Include order details:

• Reference ID (on by default)
• Order lines (summary)

The file has one row per transaction. The columns are date, IDs, type, payment method, card brand and masked number, issuer country, settlement status, store, terminal, order, payment and reference IDs, RRN, entry mode, verification method, auth mode, currency, amount, fee, and payout. Fetching order details can take a while for long periods; Cancel stops the export.

The Excel export doesn’t include adjustments such as tips. For a file that includes them, use Create report on the Reports page.

PDF report of selected transactions

Tick the checkboxes on the rows you want, or the header checkbox for all of them. Then click + Create report. A drawer shows a preview. Use the settings button to pick the columns: date, reference, name, method, sales, refund, fee, tip, VAT, currency, terminal, store, status, settlement date, card information, and payout. Then click Download (.pdf).

Related guides

• Refunds & Voids — refund or void a sale from the transaction page
• Reports — settlement reports and CSV exports by date range
• Dashboard Overview — the all-time figures and latest sales at a glance