Sales History and Receipts
Overview
Use Sales History to locate completed sales, validate line-level details, and respond quickly to customer questions or disputes.
It is your source for audit-ready detail after checkout.
When to use it
- Confirm what was sold, returned, or discounted.
- Verify payment type and amounts.
- Reprint or share receipts for follow-up.
How to use it
- Open Sales history.
- Search by date, receipt, amount, customer alias, or staff.
- Open the sale detail for the matched transaction.
- Validate items, discounts, taxes, and final totals.
- Check payment breakdown and any split tender values.
- Reprint or share receipt using available options.
- Add notes only if your role allows notes for audits or follow-up.
- Return to list and continue next review.
Options and settings
- Search and filters by date, amount, customer, and staff.
- Receipt actions from sale detail.
- Role-based controls for what you can print/share.
Tips for operators
- Expand date windows if you cannot find the transaction.
- For disputes, document verified facts in a short note before responding to customer.
- Ask admin access if receipt or payment details are missing.