In ReceiptRoller, you can view a list of transaction data imported from your POS in the POS terminal detail screen. You can narrow it down and check by date, payment method, status, and more.

How to open transaction history

Click a connected terminal card from "POS Terminals" on the store dashboard to open the terminal detail screen. A list of transactions is displayed at the bottom of the screen.

Summary cards

The following summary is displayed above the transaction list.

• Total transactions — total number of synced transactions
• Total sales — total amount of all transactions
• Today's sales — total transactions for the current day

Filtering and search

• Keyword — search by receipt number or staff name
• Date range — specify a period with start and end dates
• Payment method — cash, credit card, QR payment, e-money, other
• Status — completed, cancelled, refunded, held

Transaction list columns

• Date/time
• Receipt number
• Total amount
• Payment method
• Number of items
• Staff name
• Status (color-coded badge)
• Source (API / CSV / manual)

Checking transaction details

Clicking a transaction row shows the following details.

• Amount breakdown (subtotal, tax, discount, total)
• Payment method, receipt number, staff name, number of items
• Line items (product name, quantity, unit price, subtotal)
• For Square integrations, a link to the original Square receipt ("Show Square Receipt")

Managing transaction data with CSV

Transaction data can be imported and exported as CSV. Status (completed, cancelled, refunded, held) can also be set via CSV.

Related articles

• Connecting with POS
• Issuing Digital Receipts