> For the complete documentation index, see [llms.txt](https://docs.simplespa.net/simplespa-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.simplespa.net/simplespa-documentation/daily-operations/dashboard/viewing-transactions.md).

# Viewing Transactions

How to view the day's receipts from the Dashboard, share receipt permalinks, and edit or refund completed receipts.

This page explains how to view, share, edit, and refund receipts from the Dashboard.

## Viewing receipts

At the bottom right of the Dashboard, two boxes show your receipts/transactions and revenue. In the green revenue box, click the orange **VIEW RECEIPTS** button to see a list of all receipts for the date selected on the Dashboard.

<figure><img src="https://695085455-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fa9tSKQ7Cexg8YEba5Evb%2Fuploads%2Fo0V241MkzZMddWNirK06%2FScreenshot%202024-07-04%20at%203.51.07%E2%80%AFPM.png?alt=media&#x26;token=fc3703ae-f71d-40e1-9bba-8ef2e7b41839" alt=""><figcaption><p>The Dashboard Daily Report section. The View Receipts button is toward the top right.</p></figcaption></figure>

## Permalink

Each receipt has a unique permalink. Anyone can view the receipt through this link without logging in to SimpleSpa. Click the :link: icon to open a prompt with the permalink, then copy and share it.

You can find the permalink in these places:

* In **View Receipts**, next to the print buttons for any receipt
* In the appointment popup, on the **Transactions** tab
* On the **Clients** page: select a client, then open the **Transactions** tab

<figure><img src="https://695085455-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fa9tSKQ7Cexg8YEba5Evb%2Fuploads%2FcGxoxB8FvbNArTiWZLMA%2FScreenshot%202024-07-04%20at%203.57.23%E2%80%AFPM.png?alt=media&#x26;token=e7d5bb57-6d6f-4792-906a-687b6952cdb9" alt=""><figcaption><p>Permalink Button after pressing the View Receipts</p></figcaption></figure>

## Editing a transaction

Each receipt line has a few buttons you can use to adjust a completed receipt:

* **Payment type:** Click the small payment type icon to change the first payment method on the receipt. For example, if the client was checked out with Check, you can quickly change it to Cash. A popup lets you choose the payment method that was actually used.
* **Refund:** You can refund a receipt in full. This creates a void refund receipt. If you use an integrated payment terminal, the refund can be sent to the terminal.
* **Edit:** You can edit the assigned staff member, staff commission, and staff tip for each line item sold. Tips are limited to the receipt's total tip that hasn't already been allocated to another staff member.

{% hint style="info" %}
Some payment terminals may require the original card again, entered manually or through the chip reader, to complete a refund.
{% endhint %}

<figure><img src="https://695085455-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fa9tSKQ7Cexg8YEba5Evb%2Fuploads%2F8M8qe6XvcNGsrXuyXo4O%2FScreenshot%202024-07-04%20at%203.57.56%E2%80%AFPM.png?alt=media&#x26;token=2f78ede7-5ac4-45f6-bcb3-15cc96c225c5" alt=""><figcaption><p>Edit Button in the View Receipts</p></figcaption></figure>

<figure><img src="https://695085455-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fa9tSKQ7Cexg8YEba5Evb%2Fuploads%2FinxloQ2LYayHe5ZxZnqb%2FScreenshot%202024-07-04%20at%204.00.07%E2%80%AFPM.png?alt=media&#x26;token=00260832-6533-4538-b0c2-c62245373cfc" alt=""><figcaption><p>Available Editable changes: Staff, Commission, and Tip if a tip was applied in the receipt</p></figcaption></figure>

<figure><img src="https://695085455-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fa9tSKQ7Cexg8YEba5Evb%2Fuploads%2FwKoMT3HVCYrn5aSJpgcZ%2FScreenshot%202024-07-04%20at%204.01.25%E2%80%AFPM.png?alt=media&#x26;token=b517d211-9f2b-471e-9a90-16bf183c7247" alt=""><figcaption><p>This editable receipt shows: Staff, Tip &#x26; Commission which are editable</p></figcaption></figure>

## Related

* [Cash Reconciliation](/simplespa-documentation/daily-operations/dashboard/cash-reconciliation.md)
* [Making a Sale](/simplespa-documentation/daily-operations/dashboard/making-a-sale.md)