When you activate the POS system, all payments are automatically recorded and you can keep track of them.
You can find it under the Sales tab — Sales — Transactions.
What information can I find in the transaction details?
After clicking on the selected payment, you will see the transaction details. Here you will find all the important details:
Amount paid
Date and time of payment
Payment type
Payment ID
Payment status
Details of the client who made the payment
Cart content (information about what the client has purchased)
How do I download an invoice for a payment?
Click on the payment you want to download the invoice for.
On the transaction detail page, click on the three dots in the top right corner and select Download receipt.
The invoice is saved in PDF format directly to your computer (or other device you are currently using).
End customers automatically receive an invoice and payment confirmation by email after the payment is successfully completed.
How can I download invoices for transactions in bulk?
To bulk download invoices for transactions, follow these steps:
Select time period: On the top left of your screen, choose whether you want to list all transactions or a specific time period (such as this month, last month, last year, etc.).
Click on three dots: In the top right corner, click the button with three dots.
Bulk download: From the dropdown menu, select Bulk download invoices.
Download invoices: All invoices related to the selected transactions will be downloaded in bulk.
TIP: Read this guide if you want to learn more about the POS system.