Sales and transactions — overview

This is the map for everything to do with the sales your terminals take — where to read them, search them, and what you can and can't do with a past sale.

The single most useful thing to understand up front: the portal is your back office for reviewing sales, and the terminal is where you act on them. You read, search and export sales here in the portal. Refunds and receipt resends happen on the terminal — the device that took the payment. That split surprises people mid-task, so it's worth knowing before you go looking for a refund button that isn't here.

Review in the portal

• The sales log (Reports → Transactions) — every sale your terminals took, with search, sorting, paging and export. Open any sale to read its full breakdown, including split bills and gift-card use.
• Offline card closes — the review list of tables closed as "Paid on device" while a till was offline.

If you use Staff and have switched on staff sign-in, each sale also shows who was signed in when it was taken.

Act on the terminal

• Refunds and voids — who is allowed to refund, and how refunds are modelled. The policy page.
• Process a refund or void on the terminal — the step-by-step device walkthrough for actually doing it.
• Resend a receipt for a past sale — how a customer gets a fresh copy after the sale (it's a terminal action).

When something goes wrong

• Receipts and reprints — the three ways a customer ends up with a receipt, and where Receipt layouts fits.
• Refund problems and common questions — failed refunds, processing times, expired cards, partial refunds, and the "I can't see the Refund button" fix.