The VanillaPOS Transactions screen provides a detailed list of individual transactions processed through your terminal and is consistent across mobile phones, tablets and S700 devices. It can be accessed by pressing the 'Transactions' action button located on the Home screen.
Purpose of This Screen
Use the Transactions screen to:
Review daily or historical transaction activity.
View individual transaction details (e.g., payment method, time, receipt ID).
Confirm successful payments.
Reconcile totals against reports or tips.
Investigate any potential issues or discrepancies.
Transactions Screen Sections & Features
Summary Section
Total Amount for Period: Displays the combined total of all successful transactions within the selected date range.
Date Range Selector: Use the calendar icons to define a custom period to filter transactions as follows:
Tap the calendar icons next to the date range fields.
Select the start date and end date.
The list and total amount will update automatically to reflect your selected timeframe.
Transaction Tiles
Each tile represents one individual transaction. Tiles display:
Amount: Total value of the transaction.
Customer Name: If available, the cardholder’s name. If unavailable, it will show “N/A” or “CARDHOLDER/VISA.”
Payment Method: Card type and last 4 digits of the card used.
Receipt ID: Unique identifier for the transaction.
Date / Time: When the transaction was completed.
Transaction ID: Unique identifier value used within Stripe to identify a transaction.
Status: Transaction statuses are displayed as colored indicators located in the top right hand corner of each tile. Available statuses include:
Successful status displayed on a green background
Add Tip status displayed on a bright blue background
Partially Refunded status displayed on a
Refunded status displayed on an amber background
Actions Available on Transactions
Each transaction tile is clickable, and provides a more in depth view of the selected transaction. Depending on the status of the Transaction that is selected, different actions can be taken as follows:
Transactions with 'Successful' Status
When a transaction has a status of Successful, the following actions are available:
Issuing a full or partial refund
Printing a receipt (if a compatible printer is connected)
Providing a receipt via email or text/SMS
Transactions with 'Add Tip' Status
When a transaction has a status of Add Tip, the following actions are available:
Adding a tip to the transaction - tips can be a % value of the total or a custom amount
Once the tip is added, printing or providing a receipt via email or text/SMS options are available
Transactions with 'Partially Refunded' Status
When a transaction has a status of Partially Refunded, the following actions are available:
Issuing a full or partial refund
Printing a receipt (if a compatible printer is connected)
Providing a receipt via email or text/SMS
Transactions with 'Refunded' Status
When a transaction has a status of Refunded, the following actions are available:
Printing a receipt (if a compatible printer is connected)
Providing a receipt via email or text/SMS