Transactions
You can view transactions by clicking on the Transaction tab in the sales window.
Transaction List
By default, it displays transactions for the current day. To view transactions from other days, apply the appropriate filter. One can view transactions by filtering with sales type, order status, and within a specified date range.
Fields and descriptions
| Order Number | Unique number provided for each transaction | |
| Token# | The bump screen's token number generated for the order. | |
| Invoice Date | The date on which order has been placed | |
| Sale Type | The sales type of the order, such as Dine-In, Takeaway, Delivery, etc. | |
| Customer | Name of the customer | |
| Provider | The provider or sales channel name, such as POS, UberEats, DoorDash, or Menulog. | |
| Grand Total | Total amount of the order | |
| Status | Status of the transaction like Completed, Cancelled, On hold, Refunded, Partially Refunded etc. |
Transaction Details
From the transaction list, click on the '>' symbol next to the transaction you wish to view in detail. A screen with all available details will appear.
Actions from Transaction Detail Page
- Reload: Enables you to fetch the latest order details from the server and update the local till accordingly.
- Sync to Server: It is used to manually sync transaction details to the server in case this update didn't go to the server.This option will be disabled for transactions with the status 'In Payment'.
- Print KOT: This button is used to take KOT print of the transaction.
- Print: Used to print the invoice.
- Online: Clicking on 'Online' checkbox will display the most recent 20 transactions fetched directly from the server instead of the local database. To view additional transactions, use the filter option.
Credit Settlement
Credit settlement is the process where due amount of client account is settled. All the details of these settlements are displayed in the credit settlement tab under transaction. One can also take print of a settlement from here.
To view settled transactions, go to the transactions page and click the "CreditSettlement" button at the top of the screen.
Fields & Descriptions
| Settlement Date | The date on which settlement has been done from customer side. |
| Customer | Name of the customer. |
| Payment Method | Mode of payment used to settle, like cash, EFTPOS, bank-transfer etc. |
| Notes | If note provided. |
| Payment | The amount that was settled. |
Clicking on the '>' will display a settement in detail.
Web Orders
Web orders refer to sales done through third-party platforms like UberEats, Online Ordering, Doordash, and Menulog.
Detail view of a transaction done using credit settlement is shown below.
Detail view of a transaction done using web orders is shown below.
