WiPOS Manual · Dashboard
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Manual › Sales & Reports › Find a transaction

Find a transaction

Every sale, refund and void from your counters is listed here. Look up a customer's receipt, see exactly what was bought and who served them, give a refund, cancel a sale made by mistake, or download the list.

⏱ About 4 minutes Where: Reports › Transactions
1

Open Transactions and find a sale

  1. 1 Click Reports › Transactions. Pick the date range at the top right first.
  2. 2 Search — type part of an invoice number (from the customer's receipt) or a customer name.
  3. 3 Export — download the list. See step 5.
  4. 4 Click Sales, Refunds or Void to show only that type. Click it again to show everything.
  5. 5 Click POS, Kiosk or F&B to show only sales from that screen.
Click to enlarge any screenshot.

Each row shows the invoice number, date and time, customer (Walk-in if none was chosen), the Cashier who made the sale, the type (SALE, REFUND, VOID or FOC), payment method and amount. A voided sale also shows Voided by and the reason.

Click a column heading (Invoice / Date, Type, Payment, Amount) to sort by it. The list shows 25 sales per page; use Next › at the bottom for more.

Long periodsUp to 500 of the most recent sales are loaded at a time. If you see Showing latest 500, pick a shorter date range.
2

See what was bought

  1. 1 Click a sale to open it.
  2. 2 Every item on the bill is listed with its quantity and price.
  3. 3 Refund and Void appear for completed sales.

Click the sale again to close it.

3

Refund some or all items If needed

Use a refund when the customer returns something. Click Refund on the sale, then:

  1. 1 Tick the items being returned.
  2. 2 Total Refund adds them up. This is the amount to give back.
  3. 3 Reason * — why it's being refunded. Required.
  4. 4 Return stock to inventory — leave ticked if the items can be sold again. Untick for damaged or faulty items, and choose why: Damaged, Repair or Other.
  5. 5 Refund Method — Cash or Bank (transfer), however you're paying the customer back.
  6. 6 Click Process Refund.

The refund is added to the list as its own REFUND entry and taken off your Net Revenue.

Recording is not payingThe dashboard records the refund. It doesn't send money to the customer. Give the cash back, or make the bank transfer, yourself.
4

Void a sale made by mistake If needed

Void cancels the whole sale, e.g. if it was rung up twice. Click Void on the sale, then:

  1. 1 Reason * — why it's being cancelled. Required.
  2. 2 Click Void Invoice.

The sale is marked VOID, stops counting towards your sales, and the stock of every item on it is put back.

UseWhen
RefundThe sale really happened, and the customer is returning some or all items.
VoidThe sale shouldn't have happened at all, e.g. a duplicate or a test.
Good to knowRefunds and voids made in the dashboard are recorded under your sign-in email. After a partial refund you can still refund the other items later; items already refunded aren't offered again. Once every item is refunded, or the sale is voided, its Refund and Void buttons no longer appear.
5

Export transactions

Click Export at the top right of the list.

  1. 1 Choose Excel, CSV or PDF.
  2. 2 Click Download.

The export includes exactly what's on screen: the date range, plus any filter or search you've applied.

Still stuck? Email info@wipos.cc and tell us the invoice number you're looking for.