Skip to main content

Transaction History

The Transactions section lets you view and manage all past payments and sales. You can search by customer, bill ID, or phone number, and filter by payment status and method.

Accessing Transactions​

  1. From the main menu, tap "Payments"
  2. You'll see the Transaction History screen with two tabs

Today Tab​

Shows all transactions from today only (newest first). Each transaction shows:

  • Bill ID (unique identifier)
  • Customer name (or "Walk-in Customer")
  • Amount paid
  • Payment status badge (PAID, PENDING)
  • Payment method (Cash, UPI, Card, etc.)
  • Time of transaction

History Tab​

Shows all past transactions with filtering options.

Quick Filter Chips:

  • All — Show all transactions
  • Paid — Only completed payments
  • Pending — Awaiting payment
  • Cancelled — Cancelled transactions

Searching Transactions​

Use the search bar at the top to find transactions by:

  • Customer name — e.g., "Priya"
  • Phone number — Last 4 digits or full number
  • Bill ID — Unique transaction reference

Results update as you type.

Advanced Filtering​

Tap the filter button (icon with 3 lines) to open advanced filters:

  1. Payment Status — PAID, PENDING, or CANCELLED
  2. Payment Method — Cash, Card, UPI, Bank Transfer, etc.
  3. Date Range — Custom start and end dates (History tab only)

A badge on the filter button shows how many filters are active.

Transaction Details​

Tap any transaction in the list to open the Transaction Detail screen:

  • Bill Header: Bill ID, status badge, total amount, date/time
  • Customer Section: Name and phone number
  • Purchased Items: Full list with quantities, unit prices, and line totals
  • Payment Timeline: History of payment attempts, method used, status, and timestamps
  • Digital Receipt: Share receipt link via WhatsApp, SMS, or email
tip

Always offer customers their digital receipt. It gives them a professional experience and lets them rate and review items.

Troubleshooting​

IssueSolution
Transaction not showingGo to "History" tab; use correct date range in filters
Search returning no resultsTry partial name or phone number
Can't find a billTry searching by bill ID instead of customer name
"Walk-in Customer" showingCorrect for customers without a linked profile
Payment status shows PENDINGCustomer hasn't completed payment; check if payment link was sent
Digital receipt link not workingLinks are valid for 365 days; regenerate if older