Searching Transactions

Use the Transaction Search screen to search sales, returns and payouts transacted on in PAYD Pro PlusTM, including invoices, layaways, refunds, exchanges, payouts, independent refunds and pending transactions. Transactions processed using the PAYD Pro Plus Mobile solution also appear in the Transaction Search screen.

NOTE: If you are operating PAYD Pro Plus In-Store in a multi-lane environment, the screen displays all transactions on your system regardless of the POS on which they were transacted.

When searching transactions, you can process returns (refunds/exchanges), apply a deposit/payment to an invoice or a layaway, and make adjustments (non-integrated merchants only). You can also view details of a transaction, including the associated products and payment transactions. While viewing details, you can print gift receipts, customer/merchant receipts and transaction slips.

Finding a Transaction

To display the Transaction Search screen:

  1. On the POS view, click the Tools tab.

  1. On the Tools button panel, click the Transactions button.
    The Transaction Search screen appears.

 

To find the transaction:

  1. In the Search textbox, enter transaction ID, date (YYYY/MM/DD) or customer name, phone number or email.
    NOTE: The phone number search requires the 10-digit customer phone number.

  2. Click the Search button (). .

A list of matching transactions appears.

TIP: To display all transactions in your system, leave the Search textbox blank.

 

To find the transaction using Advanced Search options:

  1. In the Transaction Search screen, click the Advanced Search button ().
    The Choose a specific field to search in popup appears.

  2. Choose from one of the following search options:

 

Viewing Summary Information

The results in the Transaction Search screen represent all the transactions in processed in PAYD Pro Plus (both In-Store and Mobile). Each entry in the list has a unique ID (Sale ID, Return ID, Exchange ID, Invoice ID, Layaway ID, Payout ID, Independent Refund ID) and a status, as follows:

NOTE: A Voided sale has a Completed status label followed by information about the void transaction in brackets. Unlike returns, void transactions have the same ID as the original sale and do not have separate entries in the list.

NOTE: You should completely void a Partially Voided sale by voiding the second transaction following the normal single tender void procedure.

NOTE: In this scenario and if possible, you should re-attempt the sale or refund before terminating it by using a different card or tender type.

NOTE: You should void an Incomplete sale by voiding its first transaction following the normal single tender split procedure.

The following information is also on the screen:

NOTE: In the case of a Voided or Partially Voided sale, the date and time of the void transaction appears in brackets after the transaction type and status.

NOTE: Split tender transactions display both payment methods. The payment method of payouts is always Cash.

 

Viewing Details of a Transaction

To view details of a transaction on the list:

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