Payment History
Look up past transactions, verify charges, and reprint receipts.
Accessing Payment History
- From the dashboard, tap Payments
- Tap History tab at the top
- The screen shows today's transactions by default
Or say: "Hey Maximus, show payment history"
Transaction List
Each entry in the history shows:
| Field | Description |
|---|---|
| Time | When the payment was processed |
| Table / Order # | Associated table or order |
| Amount | Total charged |
| Type | Card, cash, mobile, gift card |
| Status | Completed, refunded, voided |
| Staff | Who processed the payment |
Tap any transaction to see full details including itemized receipt, tip, and payment method.
Searching Transactions
Use the search bar and filters to find specific payments:
By Date
- Tap the date picker at the top
- Select a single date or date range
- Results update immediately
By Amount
- Tap Filters
- Enter a minimum and/or maximum amount
- Tap Apply
By Payment Type
Filter to see only specific methods:
- Credit / Debit card
- Cash
- Mobile pay (Apple Pay, Google Pay)
- Gift card
- OlympusPay
- Split payments
By Status
- Completed -- successful payments
- Refunded -- fully or partially refunded
- Voided -- canceled before settlement
By Keyword
Type an order number, table number, or last four digits of a card into the search bar.
Transaction Details
Tap a transaction to see:
- Full itemized receipt (each menu item, modifiers, prices)
- Tax breakdown
- Tip amount
- Payment method and last four digits
- Timestamp and staff member
- Refund or void history (if applicable)
Reprinting Receipts
From Transaction Details
- Open the transaction
- Tap Reprint Receipt
- Choose printer or email:
- Printer -- sends to the default receipt printer
- Email -- enter or confirm the customer's email address
Batch Reprint
To reprint multiple receipts (e.g., end-of-day audit):
- Tap Select in the top-right corner
- Check the transactions you need
- Tap Reprint Selected
- All receipts print in sequence
Exporting History
Managers can export transaction data:
- Tap the Export icon
- Choose format: CSV or PDF
- Select date range
- File is sent to the manager's email or downloaded
Permissions
| Role | Can View | Can Reprint | Can Export |
|---|---|---|---|
| Server | Own transactions | Yes | No |
| Cashier | Own transactions | Yes | No |
| Manager | All transactions | Yes | Yes |
Voice Commands
| Say | Action |
|---|---|
| "Show payment history" | Open history screen |
| "Find payment for table 5" | Search by table |
| "Show refunds today" | Filter refunded transactions |
| "Reprint last receipt" | Reprint most recent transaction |