A transaction is the overall record of a sale or purchase, which can include multiple items, services, or subscriptions.
A payment is the actual transfer of money applied to that transaction, which can be partial or full and may use different methods (cash, card, terminal, etc.).
Open Transaction
Open transactions are transactions that were started, but either the cart was abandoned, or the transaction was not finalised in the POS. Open transactions allows for more items to be added to the same transaction. Items are NOT issued.
Due Transaction
Due transactions locks the transaction, preventing any items to be added to the transaction. Due transactions may only be modified by adding/removing payments, recalling, or refunding the entire transaction. All Items are issued to the linked profile. Available on Business and above
Succeeded Transaction
Transactions that have been successfully processed and completed.
Cancelled Transaction
Transactions that have been intentionally terminated.
Refunded Transaction
Transactions for which a full refund has been issued.
Partial Refund Transaction
Transactions for which a part refund has been issued.
Transactions without payments attached can be cancelled immediately from the POS, which is especially useful at the end of the day. This allows you to bulk cancel open transactions that do not have attached payment methods.
The video below demonstrates how to cancel a transaction from the Point Of Sale / Sales page when a payment method is attached.
