Viewing check and PIN pad transaction details

Using the All Transactions Details Report, you can view more detailed information associated with a transaction, such as the check number or PIN pad transaction number. For this information to be displayed, it must be entered after selecting the payment method when making a sale.

For more information about your transaction-related reports, see Sales reports.

NoteYou can also see the details for an individual client’s check and PIN pad transactions on the Transactions page of their client profile.

To view check and PIN pad details:

  1. Click the App Drawer button .
  2. In the App Drawer, click View All.
  3. In the list, click Reports. You can filter the list by entering Reports into the Search field.
  4. On the Reports menu, click Sales.
  5. On the Sales menu, click All Transactions Details. The All Transactions Details Report is displayed.
  6. On the right side of the report, click Filter.
  7. Under Payment Method, click All Payment Types to clear all the checkboxes.
  8. Select the Check or PIN Pad checkbox, or both.
  9. Click APPLY.
  10. In the Details column, view the check or PIN pad details.
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