Browse and search your receipts

The Receipts page gathers all your POS transactions. You can search for a specific receipt, filter by payment method, status or dates, open the item detail, then reprint or export. Here’s how to find your way around.

What you’ll need #

• The POS add-on enabled on your business.
• Permission to view receipts (and to export for PDF/CSV).
• At least one transaction recorded at the till.

Steps #

1. Open the Receipts page

   From the menu, open the Receipts page. The table lists your receipts with the Receipt Number, the time, the Method, the Discount, Delivery, Tip, Subtotal, Tax, Total, Fees and Net Amount. Each column’s total is shown in its header.

   

2. Search and filter

   Use the search bar to find a receipt by its number. Narrow down with the Method filter (Cash, Card, Interact, Left without paying), the Status filter (All statuses, Active, Canceled) and the Start Date and End Date fields. Filters apply automatically.

3. Open a receipt’s detail

   Expand a row to see its detail: the Service type and the items table (Item Name, Description, Qty, Rate, Line Total), followed by a summary (subtotal, tax, discount, total).

4. Act on a receipt

   Click a row’s three-dots menu to open the actions: Receipt (send by email/SMS or print), Merchant Copy, Reproduction and Download PDF. Depending on your permissions and the receipt’s status, you’ll also see Cancel, Refund or Correct payment method.

5. Export the list (Optional)

   At the top of the page, the PDF and CSV buttons export the filtered receipt list. Handy for your bookkeeping or to share a period statement.

Tips & edge cases #

• Rows in red are Canceled receipts; rows in amber flag a receipt that needs correcting (a transmission issue). Use the Status filter to show only active or canceled receipts.
• Each column header shows that column’s total for the filtered set — a quick snapshot of your sales over the period.
• The Net Amount is the total after processing fees are deducted.
• Merchant Copy and Reproduction reprint the receipt; the Receipt action is instead for sending it to the customer (email, SMS) or printing it.
• Export respects your filters: filter first (dates, payment method, status), then export.

Frequently asked questions #

How do I find a specific receipt? #

Type its number in the search bar, or combine the Method and Status filters with the date range (Start Date / End Date). The list updates automatically.

What’s the difference between Merchant Copy and Reproduction? #

Both are ways to reprint an already-issued receipt, each with the appropriate wording. Choose one or the other from the row’s three-dots action menu, depending on the kind of copy you need.

What do the colored rows mean? #

A red row is a Canceled receipt; an amber row is a receipt that needs correcting after a transmission issue. Normal receipts stay on a neutral background.

How do I export my receipts? #

Apply your filters first, then click PDF or CSV at the top of the page. The export matches exactly the list on screen.

Related articles #

• Analyze your POS sales
• Set up your receipt printer