The transactions page is a searchable ledger of every POS transaction processed at your locations. Find any sale, refund, or settlement by ID, customer name, or item name -- then drill into details, reprint a receipt, issue a refund, or sync to your accounting platform.
Searching and filtering
Use the filter bar at the top of the page to narrow results:
| Filter | What it does |
|---|---|
| Search | Find transactions by transaction ID, user ID, item name, or SKU |
| Date range | Filter to a specific start and end date. Defaults to yesterday through tomorrow to capture the current day. |
| Sort order | Toggle between newest-first and oldest-first |
| Till | Filter by a specific registered till, or show all tills |
The search and date range can be combined. Click Reset to clear all filters back to defaults.
Transaction list
Each transaction row displays:
- Transaction ID -- the unique identifier
- Date and time -- when the transaction was processed
- Items -- the products included with quantities and prices
- Amounts -- subtotal, tax (with per-rate breakdown if available), discounts, tip, and total
- Payment method -- cash, credit, debit, account, gift card, settlement, etc.
- Card details -- brand, last four digits, and authorization code (for card payments)
- Staff -- the user who processed the transaction
- Till -- which till/register processed the sale
Settlement transactions
Account settlements (paying off a tab) are displayed with additional fields:
- Account holder name
- Balance before and after the settlement
- Settlement amount
Ledger entries
When a date range is selected, transactions are fetched from the accounting ledger endpoint, which returns both the transaction records and their corresponding double-entry journal entries. The ledger data powers the export options and provides GL code-level detail.
Transaction actions
From each transaction row, the following actions are available:
Reprint receipt
Click the receipt icon to reopen the receipt modal for any past transaction. The receipt uses the receipt customization settings (logo, header, footer) from the location where the transaction was originally processed -- not the currently selected location.
Process a refund
- Click the Refund button on the transaction row.
- Choose Full refund or Partial refund.
- For partial refunds, enter the amount to refund.
- If the transaction included a gift card payment, choose how to split the refund between the card and gift card portions.
- Click Confirm.
The refund is processed back to the original payment method. A refund receipt is generated automatically. The transaction record is updated with the refund amount, and partially refunded transactions show the remaining refundable balance.
Sync to Xero
If your business has an active Xero integration, a sync button appears on each transaction. Click it to push the transaction to Xero as a journal entry. The sync status is displayed on each row:
- Pending -- sync has been initiated
- Synced -- successfully synced to Xero
- Failed -- sync failed (hover for error details)
Exporting
Click the Export button to download transaction data. Three export formats are available:
| Export type | What it includes |
|---|---|
| Transactions CSV | All filtered transactions with amounts, payment methods, items, and timestamps |
| Ledger Entries CSV | Double-entry journal entries with GL codes, debits, and credits (requires date range) |
| Detailed Export | Combined transaction and ledger data in a single file |
Exports respect all active filters, so you can generate targeted reports for specific date ranges, payment methods, or tills.
Permissions
The transactions page requires the pos_transactions_access permission. Users in kiosk-restricted mode have limited functionality -- certain actions like refunds may require a manager override.
Troubleshooting
Booking payments collected through the register also appear here, giving you a unified view of all revenue. Transaction IDs link to the corresponding Stripe payment for quick reconciliation. Use the till filter to review transactions from a specific register during shift changes.
Missing transaction -- Check that your date filter includes the correct range. The default range is yesterday through tomorrow -- expand it if looking for older transactions.
Export is empty -- The ledger export requires a date range to be selected. Set start and end dates before exporting.
Refund not available -- The refund button is hidden for transactions that have already been fully refunded. Check the refund amount on the transaction detail to verify.
Xero sync button not showing -- Verify that your Xero integration is active under Admin > Integrations. The sync button only appears when customer.integrations.xero.isActive is true.