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, store, payment method, or status.
3. 3
   Or search directly by reference or amount.

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, fee, and net amount
• Currency
• Payment method, and the card's last four digits for card sales
• Status
• The items sold, with quantities
• Any note you added
• The failure reason, if it failed

Reissue the receipt

Open the transaction and choose Receipt to print or send it again. See Issue, resend, 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
   Send the receipt to their phone or email while you are talking.

When your cash does not balance

Filter to cash sales for the day and compare the total against what is in the drawer. Then work through Review your inventory history for the same period — a mismatch is usually one sale rung up on the wrong method or the wrong item.

Next steps

• Understand transaction statuses
• Read your sales reports