Finding a sale
- Sell › All sales lists every sale. Use Filters (date, location, customer, payment status) and the Search box (invoice number, customer).
- Sell › List POS shows only sales made on the POS screen.
- On the POS, Recent Transactions shows today's sales.
What you can do from Actions
| Action | Use it to |
|---|---|
| View | See items, payments and activity history |
| Edit | Change items, quantities, prices or customer |
| Add Payment / View Payments | Record a balance paid later, or correct a payment |
| Print Invoice | Reprint the receipt or invoice |
| Sell Return | Return items. See Returns and refunds |
| Delete | Remove a sale made in error |
Deleting a sale made in error
Deleting a sale puts the stock back and removes its payments from the cash register. Use it only for genuine mistakes, such as a test sale or a duplicate. If the customer actually took goods and brought them back, use Sell Return instead.
Note: Editing and deleting depend on your role (Edit sell, Delete sell permissions). Every change is recorded in the sale's activity log with the user's name.
Important: If the sale was paid by M-Pesa, the money is still in your M-Pesa account after deleting. Refund the customer separately if needed.
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