Viewing Transactions
Last updated
Last updated
On the bottom right you will notice two boxes depicting receipts/transactions and revenue, in green revenue box clicking on the orange VIEW RECEIPTS button will show you a list of all the receipts made for the current selected date on the dashboard
For each receipt line, a few buttons are available adjust the completed receipt:
Payment Type: Clicking the discrete payment type icon will allow you to edit the first payment type can be updated from the payment method that was used, i.e. if checked out via Check, you can change the payment method to Cash quickly by clicking on this icon where popup will give you the option to change to a different method of payment that was used.
Refund: A receipt can be refunded in full, this will create a void refund receipt. For merchants using Integrated Payment Terminals the refund can be sent to the terminal (note that some terminals may require the physical card used to be entered again, manually or entered via the chip reader for the refund to be completed)
Edit: Receipts can be edited up to the following values, assigning a Staff, the Staff Commission & Staff Tip for each line item sold. Tips are limited to the total allocated tip on the receipt which has not been allocated to another staff.
Each receipt has a unique permalink, which can be used to share to anyone without needing to login to SimpleSpa to view it, clicking on the icon will bring up a prompt with a permalink that you can copy and then share. Permalinks can be found in the View Receipts for any receipt next to the print buttons, directly from an Appointment Popup > Transactions Tab, and also in the clients page by selecting a Client > Transactions tab
