Filter individual sales, check the detail of each payment, and generate the daily closing reportFilter individual sales, check the detail of each payment, and generate the daily closing report — all from the terminal.
Sales List#
The Sales List is the chronological record of all transactions processed on the terminal. The cashier uses it to verify a recent sale; the administrator, to audit activity for the day or a specific date range.How to access#
Go to Transactions → Sales List from the top navigation bar. The screen loads the current day's transactions (Today) by default, sorted from most recent to oldest.
| Field | Description |
|---|
| Brand and last 4 digits | Identifies the card (e.g. Mastercard **** 1546). |
| Status | Approved or Declined. |
| Amount | Total amount charged, including taxes and tip. |
| Relative time | How long ago the transaction was processed (e.g. "1 hour ago"). |
| Ticket # | Unique 18-digit reference. Only visible on approved transactions. |
Period and advanced filters#
Three quick-access options at the top: Today, Yesterday, and Custom. Selecting Custom opens the advanced filter panel:| Field | Description |
|---|
| Status | Approved, Declined, or Any. |
| Date | Specific date range. |
| Time | Time interval within the day. |
| Employee | Cashier associated with the transactions. |
| Card type | Credit or Debit. |
| Card brand | Visa, Mastercard, or others. |
| Amount | Minimum and maximum value range. |
Tap Apply to filter or Clear to reset to the full view.The Employee filter only works correctly if each cashier logs into the app with their personal user account. If everyone uses the same login, this field will not be useful for identifying who processed each transaction.
Transaction detail#
Tapping any transaction in the list opens the detail screen with complete information: card brand, Ticket #, itemized amount (subtotal, tax, tip), entry method, and — if applicable — the partial refund history for that sale.From the detail screen you can print a copy of the original receipt using the Print Receipt button, and start a refund directly with the Refund button.
Sort and print the list#
The sort icon (↑↓ arrows, top right corner) toggles the chronological order. The printer icon generates a physical copy of the full list with the filters currently active.
Sales Summary#
The Sales Summary is the terminal's closing report. It consolidates the total amount sold, the breakdown by transaction type, and the tips received for the selected period.How to access#
Go to Transactions → Sales Summary. The screen loads the summary for the active period (Today by default).
Available periods#
Today, Yesterday, Week (last 7 days), and Month (current calendar month). Selecting Custom activates the same advanced filters as the Sales List: Status, Date, Time, Employee, Card Type and Brand, and Amount.
How to read the breakdown#
| Field | What it represents |
|---|
| Sales | Gross total charged — sum of all approved payments for the period. |
| Captured | Amount from pre-authorizations already confirmed. Usually $0 for direct sales. |
| Authorized | Amount reserved but not yet captured (open pre-authorizations). |
| Tips | Total accumulated tips for the period. |
| Refunds | Total refunds processed. Appears as a negative value. |
For merchants without Auth & Capture, the Captured and Authorized fields will always show $0. The actual sales total is entirely in Sales.
Tips List#
From the Sales Summary you can access the Tips List, which shows the accumulated total for the period and the detail per transaction: tip amount, card brand, time, and Ticket #.
Share the report#
| Action | Description |
|---|
| Print Report | Generates a physical receipt on the terminal's printer with the period breakdown. |
| Send by Email | Generates an HTML report with logo, date, total, transaction list (last 4 digits, time, Ticket #, amount, UUID), and applied filters. |
The email report reflects exactly the filters active at that moment. For a complete daily report, make sure all filters are set to Any before sending it.
Terminal settings
Configure users, refunds, tips, and receipts so the terminal operates according to your merchant's needs.Refunds and Auth & Capture
Learn how to process refunds and manage pre-authorizations from the terminal. 
