Sales History

5.1 Viewing Sales

1. Go to Sidebar > Sales > Sales History
2. Review the matching sales. Parked sales are excluded by default; select the parked status explicitly or use Parked Sales to find unfinished carts.
3. Filter by status, location, date range, or customer

5.2 Sale Details

Click a sale to view:

• Sale number, date/time, status, cashier, register, location, and notes
• Customer name and displayed phone number (if assigned)
• Credit status, due date, overdue state, and outstanding balance when applicable
• Product and SKU snapshots, serial numbers, quantities, unit prices, discounts, tax, and line totals
• Payment methods, references, tendered amounts, change, and net paid
• Subtotal, discount type or percentage, tax mode and components, and grand total
• Returns with their reasons, dates, statuses, and refund amounts
• Void reason, actor, and time for voided sales

Actions such as Receipt, Return, and Void are separate from this report information and depend on your permissions.

5.3 Printing Receipts

1. After completing a sale, print the final paid receipt from the checkout result.
2. To issue another copy later, open the sale detail page and select Copy Receipt. The copy keeps the original sale number and captured amounts and is labelled COPY. Requesting a copy is logged; opening the print dialog does not prove paper was printed.
3. Check the business identity, tax identifiers where applicable, items, recorded tax, total, and payment details before handing it over. A voided or refunded sale displays its current state separately from the original amounts.

Older sales without a captured receipt design use the legacy 80 mm layout. Management PDF/Excel downloads are not customer payment receipts.

5.4 Downloading Sales History Reports

Users with pos.sales.view and pos.sales.export can download every sale matching the current filters:

1. Go to Sidebar > Sales > Sales History.
2. Apply the date, status, location, and customer filters you need.
3. Review the matching-record count under Reports & Downloads.
4. Choose PDF for a readable management summary or Excel for transaction-level analysis.

The PDF separates totals by currency and includes the applied filters. Excel includes Summary, Sales, Line Items, Payments, and Returns sheets. Downloads include every matching record, not only the visible page. A PDF is limited to 1,000 sales, and the largest Excel detail sheet is limited to 100,000 rows; use narrower filters when a limit is reached.

To download one sale, open its detail page and use Download. The individual sale PDF and Excel include every informational value displayed on the detail page: sale number, date, status, cashier, register, location, notes, customer and displayed phone, credit state and due information, immutable product and SKU snapshots, serials, quantities, prices, discounts, tax, totals, payment methods and references, tendered and change amounts, returns, and void details.

The detailed export uses a readable report layout and structured workbook sheets rather than copying the screen pixels. A management download is not a customer receipt. Copy Receipt remains the separate customer-facing print action on a completed sale.

POS Supervisors and POS Managers can export by default. POS Cashiers can view sales history but cannot download management reports unless an owner grants a custom export permission.