Viewing Transaction Details

Use the Transaction Details popup to view details of sales, returns, and payouts transacted in  the PAYD Pro PlusTM, including layaways, invoices, refunds, exchanges, independent refunds. You can search for transactions from the Void/Return - Sales Search popup and the Transaction Search popup. Both screens are accessed via the POS view.

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

Searching Transactions

To search for returnable and voidable transactions from the Void/Return - Sales Search screen:

1. On the POS view Transactions button panel, click Void / Return.

2. In the Search textbox, enter transaction ID, date (YYYY/MM/DD), or customer name, phone number or email.

3. Click the Search button ().

A list of matching transactions appears.

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

To search for all transactions from the Transaction Search screen:

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

2. On the Tools button panel, click the Transactions button.

3. In the Search textbox, enter transaction ID, date (YYYY/MM/DD), or customer name, phone number or email.

4. Click the Search button  ().

A list of matching transactions appears.

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

Viewing Transaction Details

To view details of a transaction:

• On the screen, click the transaction whose details you want to view.

General information appears in the Sale Details popup General Info tab.

• To view details of the associated products (if any), click the Products tab.
  NOTE: If a Surcharge was applied to a transaction paid by Debit card, it will be visible here. If the customer took Cashback during a transaction paid by Debit card, it will be visible here.

• To view details of the associated transactions, click the Transactions tab.

To print a gift receipt for a sale:

1. At the bottom of the Sale Details popup, click the Receipts button.

2. See Printing Gift Receipts for details.

To print a customer or merchant receipt for a transaction:

1. At the bottom of the Sale Details popup, click the Receipts button.

2. Click the Print Customer copy or Print Merchant copy button, as appropriate.

3. See Printing Customer/Merchant Receipts for details.

To email a customer receipt:

1. At the bottom of the Sale Details popup, click the Receipts button.

2. Click the Email Customer copy button.

NOTE: The Email Customer copy button appears only if the customer has an email address included in his or her PAYD Pro Plus customer details. The receipt is emailed to that address.

To print a payout receipt:

• At the bottom of the Sale Details popup, click the Receipts button.

To print a debit or credit transaction slip:

1. Make sure the correct transaction is displayed on the Sale Details popup (i.e., the sale, refund or void transaction).

2. Click the Transactions tab.

3. Click the Print button to the right of the transaction details.

To transact a return on a sale or exchange (if applicable):

1. At the bottom of the Sale Details popup, click the Return button.

2. See Transacting a Return: Quickview for details.

To void a sale (if applicable):

1. At the bottom of the Sale Details popup, click the Void button.

2. See Voiding a Sale: Quickview for details.

To process a deposit or payment:

1. At the bottom of the Sale Details popup, click the Deposit button.

2. See Processing Deposits/Payments for details.

To cancel an invoice or layaway:

1. At the bottom of the Sale Details popup, click the Cancel button.

2. To adjust a sale or refund (non-integrated merchants only).

3. At the bottom of the popup, click the Adjust button.

4. See Adjusting Tender for details.

To close the Details popup:

• At the bottom of the Sale Details popup, click Close.

Related Topics:

Searching Transactions

Transacting a Sale: Quickview

Viewing Payout Details