Transactions
Learn how to manage your Transactions in WIZniche POS
20 articles
- How to Issue a Refund from the Transaction List (Refund Button)How to issue a refund using the inline Refund button in the WIZniche POS transaction list — Refund Items, Refund Amount, restock step, reason for refund, and card payment acknowledgment.
- Understanding the Activity Log on a TransactionHow to read the Activity log on any transaction in WIZniche POS to see a full history of actions taken.
- Sending a Receipt to a CustomerHow to send or resend a transaction receipt to a customer by email in WIZniche POS.
- Reading a Transaction Receipt (Items, Totals, Payment Method)How to read every section of a transaction receipt in WIZniche POS — items, totals, and payment method.
- Opening the Transaction Detail PanelHow to open and use the Transaction Detail panel in WIZniche POS.
- Refund Activity Log — What Gets RecordedWhat gets recorded in the Activity log when a refund is processed in WIZniche POS.
- Viewing Which Items Were Refunded in a TransactionHow to view which specific items and quantities were refunded in a WIZniche POS transaction.
- Understanding Refund Statuses (Pending Settlement)What the Pending Settlement refund status means in WIZniche POS and how long refunds take to process.
- Filtering Before Exporting to Narrow Your ReportHow to use filters in WIZniche POS to narrow your transaction list before exporting, producing a more focused report.
- What's Included in the Transactions CSV ExportWhat columns are included when you export your WIZniche POS Transactions list to CSV.
- Exporting Transactions as a CSVHow to export your WIZniche POS transaction list as a CSV file.
- Filtering by LocationHow to filter the WIZniche POS transaction list by location for multi-site accounts.
- Using the Advanced Filter Panel (Payment Method, Status, Source)How to use the Advanced Filter panel in WIZniche POS to filter transactions by Payment Method, Transaction Type, Status, and Source.
- Filtering by Transaction Type (Payment vs Refund)How to filter your WIZniche POS transaction list by type — Payment or Refund — using the Transaction Type dropdown.
- Filtering Transactions by Date RangeHow to filter transactions by date range in WIZniche POS using quick presets or a fully custom date range.
- Searching for a Transaction by Customer or IDHow to search for a transaction in WIZniche POS by customer name or Transaction ID.
- Difference Between a Payment and a Refund TransactionThe difference between Payment and Refund transactions in WIZniche POS — including the TX, QB, and RX prefix system — and how to filter each type.
- Understanding Payment Status (Paid, Authorised, Refunded, Disputed, Capture Failed, Declined)What each payment status means in WIZniche POS — All, Paid, Authorised, Refunded, Disputed, Capture Failed, Declined — and how to filter by status.
- What Is a Transaction ID and How to Use ItWhat a Transaction ID is in WIZniche POS, the TX/RX/QB prefix system, and how to use it for searching and support.
- Understanding the Payments Dashlet (Total Paid, Card, Cash, ACH, Check breakdown)How to read the Payments Dashlet in WIZniche POS — Total Paid, Card, Cash, ACH, and Check breakdown.