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Sales Report: Sales list

Every bill of the days you choose, by number, paid, refunded or voided, and one bill opened with all its lines, taxes, payments and its receipt as the POS prints it, with Previous, Next, Print, Export PDF, Email and WhatsApp.

Who uses it:OwnerManagerWhere:Back office
On this page

The Sales list lists every bill one by one, in number order. Use it to find one bill: the one a guest asks about, a refund, a void, a bill with a member. Click it to see everything on it, with its receipt exactly as the POS prints it, and print it, save it as a PDF or email it.

What it lists

  • Every bill: paid, refunded and voided. All shows the three. Open bills, still being served, are not listed.
  • A refund is its own row, with Refund, and says which bill it gives back. Its Total is the money that went back.
  • By business day, like every report, and by the POS the bill was opened on when you choose one POS. A refund counts on the POS that raised it.
  • In bill number order. The list comes 500 bills at a time.

A bill has two numbers:

  • Bill no.: the number it was opened and served under, such as SP-HQ-T01-000318. It is on the bill slip and the kitchen ticket.
  • Receipt no.: the official number, such as HQ-T01-2610-000245, given only when the bill is paid. A bill voided before it was paid has none, so the receipt numbers have no gap.

Before you start

  • You need Sales Reports in your back office access group.

Open the Sales list

  1. In the menu, under REPORTS, click Sales Report, then Sales list.
  2. Choose the outlet, the POS and the days. See The controls every report shares.

The list, part by part

The Sales list for one outlet and one day: a paid bill, a refund, a void and a bill with a member.
  1. Sales list: under REPORTS, in the Sales Report row.
  2. All, Paid, Refunds, Voids: which bills to list. The one in use is blue. All is paid bills, refunds and voids together.
  3. Bills with a member: tick it to list only the bills a member is on. The counts and the file follow it.
  4. Bills and its line: how many bills of each kind the days hold, such as 41 paid · 1 refund · 2 voids. The line counts every bill of the days, not only the 500 on screen.
  5. Export CSV: saves the bills listed on screen, named for the days, such as sales-list-2026-10-23-to-2026-10-23.csv.
  6. Receipt no.: the official number, given when the bill was paid. — for a bill voided before it was paid. Under a refund: refund of the bill it gives back.
  7. Bill no.: the number the bill was opened under. Under a void: why it was voided.
  8. Status: Paid (green), Refund (amber) or Void (red).
  9. Total: what the bill came to. On a refund, the money that went back.
  10. Paid by: the payment methods of the bill, each once, in the order they were used. — for a void.
  11. Member: the member on the bill, when there is one.
  12. Load the next 500: shown when the days hold more bills than are on screen. Click it to add the next 500 under them.

The other columns: POS (the POS the bill was opened on, or that raised the refund), Date & time (when the bill was opened), Table, Order type and Cashier (the person the receipt names as cashier). With All outlets and several outlets, an Outlet column comes first, since bill numbers repeat from one outlet to another.

Find a bill

  1. Choose the outlet and the business day the bill was on.
  2. To find a refund, click Refunds; a void, Voids.
  3. Look for its number in Receipt no. or Bill no.: the list is in number order.
  4. Click the row, or press Enter on it. The bill opens.

One bill

One bill opened from the list: its facts and tables on the left, its receipt on the right.
  1. The title: Bill and its number, with its status: Paid, Refund or Void. Under it: the business day, the order type, the table and the POS.
  2. ‹ Previous and Next ›: the bill before or after, in the list's order, without closing the window. The ← and → keys do the same.
  3. Close: back to the list. Esc, or a click outside the window, also closes it.
  4. The bill's facts: Opened, then Paid (on a refund Refunded, on a void Voided), Order type, Table, Guests, Served by, Cashier (on a void Voided by), POS, Receipt no. and Bill no. When the bill has them, also: Refund of, Refunded since (money given back on this bill later), Why it was voided, Note, and the Member with the points it earned.
  5. Lines: every line, with #, Item, Qty, Price, Gross, Discount, Tax and Amount. A line taken off is struck through and says voided. Under an item: its modifiers, sold by (the staff member), a price changed on the POS (price changed by…), and its note. The items of a set are under it with ↳.
  6. Tax: each tax, what it was Charged on (on the dishes, on the service charge, or on the second charge), whether it was included in the price or added, the amount it was On, and the tax.
  7. Payments: each payment: Method, Paid, Handed over, Change, Reference (the card's type and last four digits too), When and Taken by. A payment taken back says reversed.
  8. Totals: Subtotal, Discount, Service charge, your own charge, Tax (with the part inside the prices), Rounding, Total, Paid and Change given. Only the ones on the bill are shown.
  9. Print: opens your browser's print window with the receipt alone, at a receipt roll's width.
  10. Export PDF: saves the receipt as a PDF.
  11. Email: opens a box for the guest's email address, and Send receipt.
  12. WhatsApp: not set up yet. It says WhatsApp sending is not set up yet. and suggests Email or Export PDF for now.
  13. The receipt: drawn by the cloud from the bill's own figures, with the POS's own layout and the bill's own outlet's header and footer.

Two more tables appear when the bill has them: Promotions and vouchers (each one's Name, what it was On, what it Took, the Free units and a Note when it was not applied), and Payment method changes (a payment's method corrected after the bill was paid: when, from what to what, the amount, by whom, on which POS, the reason, and when it reached the cloud).

Email a receipt to a guest

  1. Open the bill.
  2. Click Email.
  3. Type the guest's address and click Send receipt. While it sends, it says Sending….
  4. The window says Receipt sent to and the address.

What if…