Support: Reviewing Your History
To view your recent transaction history, touch the History icon at the bottom of any main screen. From this screen you will be able to review all of your current and recent batches; a full list of all transactions; as well as orders that are pending, paid or canceled.
From the batches screen of the history section you can view all of your open, queued and closed batches.
Currently Open Batch
You can view your currently open batch and close the open batch by touching the blue CLOSE button at the top right of your screen.
Once you have closed the bath you will be able to view the batch details as necessary.
All queued transactions will be displayed on the Queued Transactions screen. To synchronize your queued transactions, touch the arrow at the top right of your screen.
From the batch history screen you can view all settled batches. To synchronize your closed batches and download your complete batch history, touch the arrow at the top right of the screen.
To view all past transactions, touch the All Transactions bar on the History screen. A full list of transactions will be pulled up and can be synchronized by touching the circular arrow at the top right of your screen.
Touch any line to view the details for that individual transaction.
The transaction result will be displayed like so:
From this screen you have a number of options for further action including voiding the transaction, issuing a quick credit or a quick additional sale for the same customer using the same payment information.
Touch the arrow in the top right hand corner to proceed to choose Void, Quick Sale or Refund from the pop-up menu:
To view your order history, touch the Orders bar on the History screen. From the Orders History screen you can view all of your open, partially paid, paid, and cancelled orders.
The open orders screen will include a list of all currently open orders.
To view the details for a particular order, simply touch the line on which it appears and you will be able to see all of the order details including customer information, items purchased and more, as well as take payment for the order or place the order on hold.
Partially Paid Orders
From this screen you are able to view all orders for which payment has been made in part.
To view and/or complete a particular order, touch the line on which the order appears and you will be taken to the order screen from which you can view the details of the order, including the amount paid and amount due. The amount of payment made will be clearly marked and the total still due will appear in red.
On the Paid screen you can view a list of all orders for which payment has been received in full.
To view the details for an order, including customer details and item information, touch the line on which the order appears.
From this screen you can view all canceled orders. Orders will be listed chronologically by date.