Find a transaction

Every sale Swipee has ever recorded for your business is searchable, from the app and from the dashboard.

Search

1. 1
   Open Transactions.
2. 2
   Narrow the list by date range and status.
3. 3
   Search the loaded page by reference, description, payment method, or status.

The list is newest first, so today's sales need no searching at all.

What a transaction detail shows

• The reference — the unique identifier for the sale
• Date and time
• Amount, discount, tax, refunded amount, and any visible fee information
• Currency
• Recorded payment method
• Status
• The items sold, with quantities
• Any note you added
• The failure reason, if it failed
• Cashier, store, till, and customer where attached
• Any later void, refund, or return

Reissue the receipt

Open the transaction and choose Receipt to view and print it again. See Print and reprint receipts.

When a customer queries a charge

1. 1
   Ask for the date and roughly the amount.
2. 2
   Filter to that day and find the sale.
3. 3
   Read them the reference and the item lines.
4. 4
   Print the receipt if they need another copy.

When your cash does not balance

Open the day's cash drawer and compare its sales, refunds, pay-ins, and pay-outs with the movement list. Then check cash transactions for the same period.

Next steps

• Understand transaction statuses
• Refunds and correcting a mistake
• Read your sales, profit, and stock reports