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The Transaction Summary page is the financial ledger of the backoffice. It lists every payment event recorded in the system — cash collected at the counter, card charges, wallet deductions, and bank transfers — alongside the gross amount, any associated processing fees, and the resulting net revenue. Use this page to investigate a specific payment, reconcile totals for a date range, or review which methods customers are using most.

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Revenue Summary Totals

Four summary cards run across the top of the page and update whenever you change the date range or search filters:

Gross Volume

The total value of all transactions in the current view, plus a transaction count shown in smaller text beside the amount.

Processing Fees

The total fees deducted across all displayed transactions (e.g. card processing charges).

Net Revenue

Gross Volume minus Processing Fees. This is the actual amount retained after costs.

Revenue by Method

A live breakdown listing each payment method and its total contribution to revenue for the current filter period.

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The Transaction List

Each row in the table represents one payment record. The columns are:

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Transaction Statuses

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Applying Date Range Filters

1

Set the start date

Click the Start Date field in the filter bar and choose the beginning of the period you want to view. The page defaults to today’s date on first load.
2

Set the end date

Click the End Date field and choose the end of the period. You can set both fields to the same date to view a single day.
3

Apply the filter

Click the Apply button, or simply change either date — the list refreshes automatically after a short delay.
The date filter applies to the transaction creation date and time. Transactions processed just before midnight will appear on the earlier date, not the following day.

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Searching Transactions

Use the Search bar on the right side of the filter panel to look up a specific transaction. You can search by:
  • Transaction ID or group reference — paste the ID shown on a receipt or in another report
  • Customer name — enter part of the first or last name
  • Reference number — the reference field recorded at the time of payment (e.g. a card terminal reference)
The list narrows as you type. Clear the field to remove the search and return to the full filtered results.

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Exporting Transaction Data

Transaction export is currently available by contacting your system administrator, who can run a date-range export directly from the database. A self-serve CSV export button may appear in future updates to the backoffice.
For immediate data needs, you can select a date range and use your browser’s print function (File → Print → Save as PDF) to save a formatted copy of the visible transaction list for reporting purposes.

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Voiding a Transaction

Voiding a transaction is irreversible. Once a transaction is voided, the payment record is marked as reversed in the system and the associated invoice balance is reinstated. You cannot undo this action. Only void a transaction if you are certain the payment was recorded in error or a confirmed refund has been issued.
If you need to void a transaction, contact a system administrator. Voiding requires elevated permissions and must be accompanied by a reason for audit purposes. The following situations may justify a void:
  • A cash payment was entered for the wrong customer or the wrong amount
  • A card payment was duplicated due to a terminal error
  • A confirmed refund has been issued and the payment record must be reversed
After a void, the transaction status changes to Refunded, the customer’s invoice balance is restored, and the gross, fees, and net totals in the summary cards adjust accordingly.
The table displays up to 50 transactions per page. Use the Previous and Next buttons at the bottom of the table to move between pages. The pagination bar shows the current range (e.g. “Showing 1 to 50 of 312 transactions”) so you always know where you are in the full result set.
Last modified on July 17, 2026