Sales History

The Sales page lists past transactions. Search and filter the table, open a sale for details, and collect any remaining balance.

Sales table

Each row shows the date, sale ID (last 8 characters), client (or Walk-in), total, and status.

Find sales

• Search — Client name, sale ID, and other fields
• Date range — Presets like This month or Last 7 days, or a custom range
• Sort — Click Date, Total, or Payment method column headers

Lists of more than 50 sales use Previous and Next at the bottom.

Statuses

Status	Meaning
Completed	Fully paid
Deposit received	Partial payment; balance still due
Invoiced	Payment link sent; waiting on client
Refunded	Fully refunded
Partially refunded	Part of the payment refunded
Disputed	Cardholder dispute — response may be required
Voided	Sale voided

Card refunds and disputes are covered in Refunds and disputes.

Sale details

Click a row to open Sale Details. The dialog shows status, payment method, line items, totals, refunds, and notes.

For Deposit received sales, it also shows amount paid and balance due.

Available actions depend on status:

• Collect remaining balance — Add cash and/or card tenders (up to 5), then click Complete payment
• Print Receipt — Printable receipt in a new tab
• Email Receipt — Sends to the client’s email on file