You can view your daily batch list of sales and refund transactions within your mPOS app. You can view recent transactions, filter them, see specific details, and initiate refunds. This article will show you how to view your daily batch transactions.
How to view daily transaction batches
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To access the list of transactions for the current day, click the View today's batch icon on the main dashboard.
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Enter the clerk's unique 4-digit PIN to access today's batch.
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Depending on the role of the clerk, the batch view displayed will vary.
a. Manager- Managers can view the entire open batch and all daily transactions associated with the mPOS.
- Filter transactions: Managers can easily find specific transactions by filtering them. They can filter transactions by Transaction type, Transaction status, Transaction amount, and Date range.
b. Employees
- Employees may only view the 10 most recent transactions on the mPOS. This allows them to complete refunds with customers while limiting store operation transparency.
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Within today's batch list page, employees and managers can complete the following actions:
- View transaction details: In the batch view list, you can access the details of a sale order or refund by pressing on it. This will show you information such as the transaction status, date and time, tip and total amount, customer information, ledger information, and the transaction's activity log. This is also where a clerk can initiate a refund.