How to use Sales History

Need to check a payment, resend a receipt or see how much you've taken today? You'll find it all in Sales History. You can view your recent transactions, filter them by date or status, and open any transaction to see more detail.

Open Sales History

From the home screen, tap History.

By default, Sales History shows today's transactions.

At the top of the screen, you'll see:

• Today's total sales – the total value of all successful transactions for the day.
• Total tips – the total tips received for the day.

Below that, you'll find a list of your transactions.

Note: If you're using a sub-user account, you'll only see the transactions and tips that you've processed.

Understand your transaction list

Each transaction includes a quick summary, making it easy to find the one you're looking for.

For every transaction, you'll see:

• The time the transaction was processed.
• The payment type.
• The receipt number.
• The transaction amount.
• Any tip that was added.
• The transaction status.

A green tick means the transaction was successful, while a red cross indicates that it failed.

View transaction details

Tap any transaction to see more information.

From the transaction details screen, you can view:

• The transaction status.
• The date and time of the payment.
• The sale ID.
• The receipt number.
• The payment method.
• The staff member who processed the sale (if one was added).
• The sales reference (if one was added).
• The items included in the sale.
• The subtotal.
• The tip amount.
• The total amount paid.

If the sale included catalogue items, you'll also see the product images alongside the items.

View or share a receipt

You don't need to process another transaction to access a receipt.

From the transaction details screen, you can:

• View the customer receipt.
• View the merchant receipt.
• Share the receipt using one of the available options.

Filter your transactions

If you're looking for a specific transaction, filters can help narrow down the list.

Tap Filter to choose a date range.

You can view:

• Current Week
• Current Month
• Last Month
• Custom Range

If you choose Custom Range, simply select the dates you'd like to view.

As you change the date range, the totals at the top of the screen update automatically to match the transactions you're viewing.

You can also filter transactions by status to show only:

• Approved transactions.
• Failed transactions.

This can be useful when you're looking for a specific payment or checking whether a transaction went through successfully.

A few things to note

Sales History on your card machine includes card, cash and prepaid transactions. iK Pay Link transactions won't appear on your card machine’s Sales History.