[{"data":1,"prerenderedAt":1145},["ShallowReactive",2],{"help:\u002Fhelp\u002Fcheckout\u002Fsales-history-and-receipts":3,"help-all-categories":310,"help-cat-articles:\u002Fhelp\u002Fcheckout\u002Fsales-history-and-receipts":430,"help-related:\u002Fhelp\u002Fcheckout\u002Fsales-history-and-receipts":431},{"id":4,"title":5,"audience":6,"body":7,"category":288,"description":289,"draft":290,"extension":291,"icon":292,"keywords":293,"meta":300,"navigation":301,"order":302,"path":303,"related":304,"seo":306,"stem":307,"updatedAt":308,"__hash__":309},"help\u002Fhelp\u002Fcheckout\u002Fsales-history-and-receipts.md","Find a past sale and resend a receipt","clinic",{"type":8,"value":9,"toc":270},"minimark",[10,27,32,95,98,102,105,161,164,168,200,214,225,229,233,242,246,256,260,263,267],[11,12,13,14,18,19,22,23,26],"p",{},"Every sale lives in ",[15,16,17],"strong",{},"POS → Sales"," (the Cart history page) — filter by date, status and client, and click a row to open its receipt or reopen the cart. From a receipt you can ",[15,20,21],{},"Email receipt",", ",[15,24,25],{},"Print",", or start a refund.",[28,29,31],"h2",{"id":30},"how-do-i-find-a-past-sale","How do I find a past sale?",[33,34,35,40,45,49,82,86],"steps",{},[36,37,39],"h3",{"id":38},"open-history","Open History",[11,41,42,44],{},[15,43,17],{}," defaults to the last 30 days of completed sales.",[36,46,48],{"id":47},"filter","Filter",[11,50,51,52,55,56,59,60,63,64,22,67,22,70,73,74,77,78,81],{},"Set ",[15,53,54],{},"From"," \u002F ",[15,57,58],{},"To"," dates, pick a ",[15,61,62],{},"Status"," — ",[15,65,66],{},"Completed",[15,68,69],{},"Unpaid",[15,71,72],{},"Open",", or ",[15,75,76],{},"Voided"," — and search with ",[15,79,80],{},"Find a client",". Filters live in the address bar, so a filtered view is bookmarkable, and report cells deep-link straight into the transactions behind them.",[36,83,85],{"id":84},"open-the-row","Open the row",[11,87,88,89,94],{},"A settled sale opens its receipt. Anything still owing or still open reopens in the POS instead — that's how you resume a draft or ",[90,91,93],"a",{"href":92},"\u002Fhelp\u002Fcheckout\u002Fsplit-and-partial-payments","collect an unpaid balance",".",[11,96,97],{},"Each row shows the client (or \"Walk-in\"), date, cashier, status, and the total — with \"owes\" flagged on unpaid sales. Sales are also reachable from the client's profile.",[28,99,101],{"id":100},"resend-or-print-a-receipt","Resend or print a receipt",[11,103,104],{},"On the receipt page:",[106,107,108,121],"table",{},[109,110,111],"thead",{},[112,113,114,118],"tr",{},[115,116,117],"th",{},"Action",[115,119,120],{},"Notes",[122,123,124,138,147],"tbody",{},[112,125,126,131],{},[127,128,129],"td",{},[15,130,21],{},[127,132,133,134,137],{},"Sends to the client's email; shows ",[15,135,136],{},"No email on file"," when there isn't one — you can supply an address for a walk-in",[112,139,140,144],{},[127,141,142],{},[15,143,25],{},[127,145,146],{},"A clean print layout, ready for a counter printer",[112,148,149,154],{},[127,150,151],{},[15,152,153],{},"Refund",[127,155,156,157],{},"Opens the refund panel, if you hold the refund permission — see ",[90,158,160],{"href":159},"\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer","Refunds and the cash drawer",[11,162,163],{},"The receipt email also carries a \"view this receipt online\" link — a private page showing the same receipt, so the client always has a copy without an account.",[28,165,167],{"id":166},"what-a-receipt-shows","What a receipt shows",[11,169,170,171,22,174,177,178,181,182,185,186,22,189,192,193,196,197,94],{},"Business details and tax ID, date and reference, who served, each item with quantity and price, then the money block: ",[15,172,173],{},"Subtotal",[15,175,176],{},"Discount"," (with the reason), ",[15,179,180],{},"Tax"," broken out per rate, ",[15,183,184],{},"Card processing fee"," if one applied, ",[15,187,188],{},"Tip",[15,190,191],{},"Total"," — and, after any refund, ",[15,194,195],{},"Refunded"," and ",[15,198,199],{},"Net paid",[11,201,202,203,196,206,209,210,213],{},"Every tender prints as its own payment row — Card, Cash (with ",[15,204,205],{},"Cash tendered",[15,207,208],{},"Change given","), Gift card (with ",[15,211,212],{},"Gift card balance remaining","), Package, Membership, Payment link, Card on file — so a split or redeemed sale reads exactly as it happened.",[215,216,217],"tip",{},[11,218,219,220,55,222,224],{},"There's no separate refund receipt: a refund appears on the original receipt as ",[15,221,195],{},[15,223,199],{},", keeping the whole story of the sale on one document.",[28,226,228],{"id":227},"common-questions","Common questions",[36,230,232],{"id":231},"the-client-wants-their-receipt-again-do-i-reprint-or-resend","The client wants their receipt again — do I reprint or resend?",[11,234,235,236,238,239,241],{},"Either. ",[15,237,21],{}," re-sends it; ",[15,240,25],{}," gives a paper copy. The online receipt link in the email keeps working too.",[36,243,245],{"id":244},"what-does-the-unpaid-filter-show","What does the Unpaid filter show?",[11,247,248,249,252,253,94],{},"Completed sales that still owe money — closed with ",[15,250,251],{},"Save as unpaid",". Click through to reopen and ",[15,254,255],{},"Collect payment",[36,257,259],{"id":258},"can-i-edit-a-completed-sale","Can I edit a completed sale?",[11,261,262],{},"No — completed sales are final. Correct money with a refund; correct the record by refunding and re-ringing.",[36,264,266],{"id":265},"who-can-see-sales-history","Who can see sales history?",[11,268,269],{},"Anyone with POS view access. Refunding from a row additionally requires the refund permission, and voided sales require the void permission to create.",{"title":271,"searchDepth":272,"depth":272,"links":273},"",2,[274,280,281,282],{"id":30,"depth":272,"text":31,"children":275},[276,278,279],{"id":38,"depth":277,"text":39},3,{"id":47,"depth":277,"text":48},{"id":84,"depth":277,"text":85},{"id":100,"depth":272,"text":101},{"id":166,"depth":272,"text":167},{"id":227,"depth":272,"text":228,"children":283},[284,285,286,287],{"id":231,"depth":277,"text":232},{"id":244,"depth":277,"text":245},{"id":258,"depth":277,"text":259},{"id":265,"depth":277,"text":266},"checkout","Search sales history by date, status and client, reopen unpaid or draft sales, and resend a receipt by email, print it, or share its online link.",false,"md","i-lucide-history",[294,295,296,297,298,299],"find a past sale","resend receipt to client","print receipt pos","unpaid sales list","what does the receipt show","reopen a sale",{},true,120,"\u002Fhelp\u002Fcheckout\u002Fsales-history-and-receipts",[305,159,92],"\u002Fhelp\u002Fcheckout\u002Ftake-a-payment",{"title":5,"description":289},"help\u002Fcheckout\u002Fsales-history-and-receipts","2026-09-01","R1anek5zM3G5hiyuHZDTHWANQ70HinJjV-GIbt7M6rI",[311,322,331,339,349,359,369,379,389,399,409,420],{"id":312,"title":313,"audience":6,"description":314,"extension":315,"icon":316,"meta":317,"order":318,"slug":319,"stem":320,"__hash__":321},"helpCategories\u002Fhelp\u002Fcategories\u002Fgetting-started.yml","Getting started","Set up your workspace, learn the layout, and run your first day.","yml","i-lucide-compass",{},1,"getting-started","help\u002Fcategories\u002Fgetting-started","lTnfg_2tKvxQ9QanJ9XY3shoBHrJNWNfnxhcYaaKKPI",{"id":323,"title":324,"audience":6,"description":325,"extension":315,"icon":326,"meta":327,"order":272,"slug":328,"stem":329,"__hash__":330},"helpCategories\u002Fhelp\u002Fcategories\u002Fcalendar.yml","Calendar & booking","Book, move, and cancel appointments. Block time, work the waitlist, and read the grid at a glance.","i-lucide-calendar",{},"calendar","help\u002Fcategories\u002Fcalendar","s5UMHzRIeTUFi7mdsOyuSluzJBp79U9WTsTpOtbaW-E",{"id":332,"title":333,"audience":6,"description":334,"extension":315,"icon":335,"meta":336,"order":277,"slug":288,"stem":337,"__hash__":338},"helpCategories\u002Fhelp\u002Fcategories\u002Fcheckout.yml","Checkout & payments","Ring up a sale, take tips, handle deposits and fees, issue refunds, and close the drawer.","i-lucide-credit-card",{},"help\u002Fcategories\u002Fcheckout","4PQPgJd7Z25g0SvtoqqdMlnzk3DlcJpaZhNAiNiYVW0",{"id":340,"title":341,"audience":6,"description":342,"extension":315,"icon":343,"meta":344,"order":345,"slug":346,"stem":347,"__hash__":348},"helpCategories\u002Fhelp\u002Fcategories\u002Fclients.yml","Clients & forms","Add and find clients, read a client profile, and send forms and consents.","i-lucide-users",{},4,"clients","help\u002Fcategories\u002Fclients","u-tqzEJo2gR_wJ7x7y-EMIF3L4TP9EuBWlamwgwCC0I",{"id":350,"title":351,"audience":6,"description":352,"extension":315,"icon":353,"meta":354,"order":355,"slug":356,"stem":357,"__hash__":358},"helpCategories\u002Fhelp\u002Fcategories\u002Fretail.yml","Memberships, packages & gift cards","The things clients buy once and spend down over time, and how each one behaves at checkout.","i-lucide-gift",{},5,"retail","help\u002Fcategories\u002Fretail","wVVr_rc_P9p2RZWwy0XKsNB9fQ7XtQxxIz4qnixkGkg",{"id":360,"title":361,"audience":6,"description":362,"extension":315,"icon":363,"meta":364,"order":365,"slug":366,"stem":367,"__hash__":368},"helpCategories\u002Fhelp\u002Fcategories\u002Foperations.yml","Operations","The internal side of the business, covering your written playbook, task boards, venue incidents, and the policies everyone signs.","i-lucide-briefcase",{},6,"operations","help\u002Fcategories\u002Foperations","kSPRTYYbOW5LBNuaYXGv0C4IE7BqS2n-OkCSI97f-cM",{"id":370,"title":371,"audience":6,"description":372,"extension":315,"icon":373,"meta":374,"order":375,"slug":376,"stem":377,"__hash__":378},"helpCategories\u002Fhelp\u002Fcategories\u002Fteam.yml","Team & scheduling","Working hours, the weekly roster, clock-in, timesheets, and time off.","i-lucide-id-card",{},7,"team","help\u002Fcategories\u002Fteam","1cMbCRwUmewb4t_DwUJ7jJUjntx-odU8jRDgBredsPs",{"id":380,"title":381,"audience":6,"description":382,"extension":315,"icon":383,"meta":384,"order":385,"slug":386,"stem":387,"__hash__":388},"helpCategories\u002Fhelp\u002Fcategories\u002Fgrowth.yml","Reports & growth","Read the numbers, export them, and find the report you actually need.","i-lucide-trending-up",{},8,"growth","help\u002Fcategories\u002Fgrowth","3XyCU-DkoYi7xSPz0tDRohlYkNBUS0YsLo-insknI8o",{"id":390,"title":391,"audience":6,"description":392,"extension":315,"icon":393,"meta":394,"order":395,"slug":396,"stem":397,"__hash__":398},"helpCategories\u002Fhelp\u002Fcategories\u002Fsettings.yml","Settings & admin","Services and pricing, who can see what, and moving your data in from another system.","i-lucide-settings",{},9,"settings","help\u002Fcategories\u002Fsettings","rdLQHp7tfAu5iySbsypfXu1kOuujDAuLVk6yGidNvtQ",{"id":400,"title":401,"audience":6,"description":402,"extension":315,"icon":403,"meta":404,"order":405,"slug":406,"stem":407,"__hash__":408},"helpCategories\u002Fhelp\u002Fcategories\u002Faccount.yml","Your login and profile","Your own login, password, two-factor security, profile, and language.","i-lucide-user-circle",{},10,"account","help\u002Fcategories\u002Faccount","8JZPH_8Q-lnEEFgysE9gCwyd1pzUe2hfAebATuQ5Pog",{"id":410,"title":411,"audience":412,"description":413,"extension":315,"icon":414,"meta":415,"order":416,"slug":417,"stem":418,"__hash__":419},"helpCategories\u002Fhelp\u002Fcategories\u002Fbook-online.yml","Book online","client","Booking, paying, and managing your visit from your venue's booking page and the private links they send you.","i-lucide-globe",{},20,"book-online","help\u002Fcategories\u002Fbook-online","dUBIoELt-ci1vqbw_VX1VA6PGJV8V-9x4ZmpAk1aXXE",{"id":421,"title":422,"audience":412,"description":423,"extension":315,"icon":424,"meta":425,"order":426,"slug":427,"stem":428,"__hash__":429},"helpCategories\u002Fhelp\u002Fcategories\u002Fportal.yml","Your account and visits","Booking from your account, managing your visits, and using your wallet, memberships and rewards.","i-lucide-user-round",{},21,"portal","help\u002Fcategories\u002Fportal","D8_zQhv9hO2b9PYDADw-ebh1yZUuC0UcBt3DDZbMAH4",[],[432,719,933],{"id":433,"title":434,"audience":6,"body":435,"category":288,"description":708,"draft":290,"extension":291,"icon":709,"keywords":710,"meta":711,"navigation":301,"order":405,"path":305,"related":712,"seo":715,"stem":716,"updatedAt":717,"__hash__":718},"help\u002Fhelp\u002Fcheckout\u002Ftake-a-payment.md","Take a payment",{"type":8,"value":436,"toc":698},[437,443,447,450,463,473,477,480,483,486,506,512,516,519,623,637,641,644,647,650,653,659,662,666,669,673,682,686,689],[11,438,439,440,94],{},"Everything you sell — services, retail products, memberships, packages, gift cards — goes through one cart. Checkout runs in three steps: ",[15,441,442],{},"Cart → Tip → Payment",[28,444,446],{"id":445},"start-a-sale","Start a sale",[11,448,449],{},"Two ways in:",[451,452,453,460],"ul",{},[454,455,456,459],"li",{},[15,457,458],{},"POS → Sell",", then start a new sale. Use this for a walk-in buying product, or a gift card.",[454,461,462],{},"From a completed appointment — open the appointment and check out. The services, provider and client come across already attached, which is what you want almost every time.",[11,464,465,466,469,470,94],{},"An open sale can be left and picked up later: ",[15,467,468],{},"Save as draft"," parks it, and you resume it from ",[15,471,472],{},"POS",[28,474,476],{"id":475},"build-the-cart","Build the cart",[11,478,479],{},"Add lines from the item picker: services, products, memberships, packages, gift cards. Quantities, taxes and any per-service tax override are calculated as you add.",[11,481,482],{},"Attach a client if one isn't already attached. You can complete a walk-in sale without a client, but you lose loyalty points, package and membership redemption, receipts by email, and the sale's place in that person's history.",[11,484,485],{},"From the sale menu you can also:",[451,487,488,494,500],{},[454,489,490,493],{},[15,491,492],{},"Add cart discount"," — a fixed amount, a percentage, or a configured deal code. Discounts apply to their scoped subtotal and the total updates immediately.",[454,495,496,499],{},[15,497,498],{},"Add service charge"," — an auto-gratuity or surcharge line, if your business uses them.",[454,501,502,505],{},[15,503,504],{},"Add a sale note"," — internal, kept with the sale.",[507,508,509],"warning",{},[11,510,511],{},"If a service on the cart requires a signed clinical form and it isn't signed, checkout is blocked. Send and complete the form first — the message names which one.",[28,513,515],{"id":514},"choose-a-tender","Choose a tender",[11,517,518],{},"Only the tenders that can actually settle this sale are offered:",[106,520,521,531],{},[109,522,523],{},[112,524,525,528],{},[115,526,527],{},"Tender",[115,529,530],{},"What it is",[122,532,533,543,553,563,573,583,593,603,613],{},[112,534,535,540],{},[127,536,537],{},[15,538,539],{},"Card on file",[127,541,542],{},"Charge the client's saved card. Leads the list when there is one, because it's the fastest.",[112,544,545,550],{},[127,546,547],{},[15,548,549],{},"External terminal",[127,551,552],{},"The client tapped or inserted on your standalone card machine. Record it here with an optional last-4 and terminal reference so the sale ties to the terminal receipt.",[112,554,555,560],{},[127,556,557],{},[15,558,559],{},"Cash",[127,561,562],{},"Enter what they handed over; change due is calculated for you.",[112,564,565,570],{},[127,566,567],{},[15,568,569],{},"Check",[127,571,572],{},"Recorded like cash.",[112,574,575,580],{},[127,576,577],{},[15,578,579],{},"Gift card",[127,581,582],{},"Enter the code. The card's balance is applied, capped at the balance.",[112,584,585,590],{},[127,586,587],{},[15,588,589],{},"Membership balance",[127,591,592],{},"Spend down an account-balance membership's wallet.",[112,594,595,600],{},[127,596,597],{},[15,598,599],{},"Package",[127,601,602],{},"Redeem a prepaid session against an eligible service line.",[112,604,605,610],{},[127,606,607],{},[15,608,609],{},"Membership",[127,611,612],{},"Redeem an included session from a service-credit membership.",[112,614,615,620],{},[127,616,617],{},[15,618,619],{},"Self checkout",[127,621,622],{},"Text or email a secure link — the client enters their own card on your branded page.",[624,625,626],"note",{},[11,627,628,629,632,633,636],{},"A cart that ",[15,630,631],{},"sells"," a gift card can't be ",[15,634,635],{},"paid with"," a gift card. Redeeming one card to buy another moves balance with no audit trail, so that tender is removed from the list.",[28,638,640],{"id":639},"splitting-across-tenders","Splitting across tenders",[11,642,643],{},"If a tender doesn't cover the balance, the remainder stays on the sale and you pick the next method. Repeat until it's settled.",[11,645,646],{},"Quick presets offer the full balance, a half, and a third; rounding lands on the first tender so you never end on a stray cent.",[11,648,649],{},"Package, membership and membership-balance are credit tenders — they cover the bill, not the gratuity. A tip on those sales is settled by a following card or cash tender, so a client can still tip on a fully-redeemed visit.",[28,651,619],{"id":652},"self-checkout",[11,654,655,656,658],{},"Choose ",[15,657,619],{},", enter their mobile or email, and send. They open the link, enter their card on your branded page, and the sale closes itself here — you never see or type their card number. The screen updates on its own; there's nothing to refresh.",[11,660,661],{},"Needs a client attached, a balance to collect, and a connected payment processor.",[28,663,665],{"id":664},"card-surcharges","Card surcharges",[11,667,668],{},"If your business passes card processing costs on, the surcharge is shown before you charge, not after. For a card on file, Owneli knows whether it's credit or debit and only surcharges where your rules say so. For an external terminal the funding type is unknown, so the surcharge is applied by default and you can waive it for a debit card.",[28,670,672],{"id":671},"when-the-client-cant-pay-today","When the client can't pay today",[11,674,675,677,678,681],{},[15,676,251],{}," completes the sale and leaves the balance owing. The sale shows as ",[15,679,680],{},"Completed · balance due",", and you collect the balance later from the same sale.",[28,683,685],{"id":684},"close-out","Close out",[11,687,688],{},"Confirm the payment. The receipt is ready to view, email, or resend, and a rebooking prompt appears so you can put the next visit in the diary before they leave.",[215,690,691],{},[11,692,693,694,697],{},"Cancelling a sale voids the cart and its lines. It does ",[15,695,696],{},"not"," touch the appointment — you can start a fresh checkout for the same visit afterwards.",{"title":271,"searchDepth":272,"depth":272,"links":699},[700,701,702,703,704,705,706,707],{"id":445,"depth":272,"text":446},{"id":475,"depth":272,"text":476},{"id":514,"depth":272,"text":515},{"id":639,"depth":272,"text":640},{"id":652,"depth":272,"text":619},{"id":664,"depth":272,"text":665},{"id":671,"depth":272,"text":672},{"id":684,"depth":272,"text":685},"Build a cart, apply a discount, pick a tender, split across several — and what to do when the client can't pay today.","i-lucide-receipt",[],{},[713,159,714],"\u002Fhelp\u002Fcheckout\u002Ftips","\u002Fhelp\u002Fretail\u002Fgift-cards",{"title":434,"description":708},"help\u002Fcheckout\u002Ftake-a-payment","2026-07-26","bRjO-9Pm_e54NESUrnbW45Q_fIOb94VnzOKzG6EkvIU",{"id":720,"title":160,"audience":6,"body":721,"category":288,"description":923,"draft":290,"extension":291,"icon":924,"keywords":925,"meta":926,"navigation":301,"order":927,"path":159,"related":928,"seo":930,"stem":931,"updatedAt":308,"__hash__":932},"help\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer.md",{"type":8,"value":722,"toc":904},[723,727,732,735,739,790,794,816,821,825,830,833,863,870,875,880,884],[28,724,726],{"id":725},"find-a-past-sale","Find a past sale",[11,728,729,731],{},[15,730,17],{}," (the Cart history page) lists completed carts. It defaults to the last 30 days of completed sales and accepts filters in the URL, so a report row can deep-link straight to the transactions behind it. Filters stay in the address bar, which makes a filtered view bookmarkable and shareable.",[11,733,734],{},"You can also reach a sale from a client's profile, under their sales.",[28,736,738],{"id":737},"issue-a-refund","Issue a refund",[33,740,741,745,751,755,758,762,765,769,772,776,787],{},[36,742,744],{"id":743},"open-the-refund-panel","Open the refund panel",[11,746,747,748,750],{},"From a completed sale in ",[15,749,17],{},". You don't have to open the receipt first.",[36,752,754],{"id":753},"pick-the-payment","Pick the payment",[11,756,757],{},"A sale settled with more than one tender has more than one payment. Choose which one you're refunding — the panel shows the method, the amount, and when it was collected.",[36,759,761],{"id":760},"set-the-amount","Set the amount",[11,763,764],{},"It defaults to the full amount collected on that payment. Lower it for a partial refund. You can't exceed what was collected on the payment you selected.",[36,766,768],{"id":767},"give-a-reason","Give a reason",[11,770,771],{},"Required, and captured on the audit log.",[36,773,775],{"id":774},"decide-about-stock","Decide about stock",[11,777,778,779,782,783,786],{},"On a ",[15,780,781],{},"full"," refund you can tick ",[15,784,785],{},"Restock items"," to return any product stock to inventory. Partial refunds always keep the stock where it is.",[36,788,153],{"id":789},"refund",[36,791,793],{"id":792},"what-a-refund-reverses","What a refund reverses",[451,795,796,802,808],{},[454,797,798,801],{},[15,799,800],{},"Loyalty points"," — reversed. A full refund reverses them entirely; a partial refund reverses them proportionally.",[454,803,804,807],{},[15,805,806],{},"Package and membership debits"," — a redeemed session or credit is returned to the client.",[454,809,810,813,814,94],{},[15,811,812],{},"Stock"," — only on a full refund, and only if you tick ",[15,815,785],{},[507,817,818],{},[11,819,820],{},"One refund per submit. If the sale was split across several tenders and you're reversing the whole thing, reopen the panel for each payment.",[28,822,824],{"id":823},"the-cash-drawer","The cash drawer",[11,826,827],{},[15,828,829],{},"POS → Cash drawer",[11,831,832],{},"The drawer is a daily open-and-close cycle, and it's what makes cash countable rather than assumed.",[33,834,835,839,842,846,849,853,856,860],{},[36,836,838],{"id":837},"open-with-a-float","Open with a float",[11,840,841],{},"At the start of the day, open the drawer with your starting float — the cash you're beginning with.",[36,843,845],{"id":844},"sell-as-normal","Sell as normal",[11,847,848],{},"Every cash payment through checkout accrues against the open session.",[36,850,852],{"id":851},"count-at-close","Count at close",[11,854,855],{},"At the end of the day, count the physical cash and enter the total.",[36,857,859],{"id":858},"read-the-z-report","Read the Z-report",[11,861,862],{},"Owneli compares your count against expected — the opening float plus completed cash sales — and tells you whether you're balanced, over, or short. The close-out becomes a Z-report you can reference for tax and accounting.",[11,864,865,866,869],{},"Every closed session is kept, so ",[15,867,868],{},"No closed sessions"," on a fresh business simply means you haven't done a first close yet.",[624,871,872],{},[11,873,874],{},"The cash drawer is its own permission, separate from the ability to ring up sales. A cashier can take payments without holding the power to open, count and reconcile the till — the classic cashier-versus-shift-lead split.",[507,876,877],{},[11,878,879],{},"Some actions are blocked while a drawer is open — you'll be told to close and count it first. If something refuses with a message about an open drawer, that's why.",[28,881,883],{"id":882},"reporting","Reporting",[451,885,886,892,898],{},[454,887,888,891],{},[15,889,890],{},"Growth → Reports → Cash drawer over\u002Fshort"," — expected versus counted for every closed session, with the opening float included so the variance is exactly what the count was off by",[454,893,894,897],{},[15,895,896],{},"Growth → Reports → Refunds & voids"," — every refund with its reason",[454,899,900,903],{},[15,901,902],{},"Growth → Reports → Payment transactions"," — every payment, by method",{"title":271,"searchDepth":272,"depth":272,"links":905},[906,907,916,922],{"id":725,"depth":272,"text":726},{"id":737,"depth":272,"text":738,"children":908},[909,910,911,912,913,914,915],{"id":743,"depth":277,"text":744},{"id":753,"depth":277,"text":754},{"id":760,"depth":277,"text":761},{"id":767,"depth":277,"text":768},{"id":774,"depth":277,"text":775},{"id":789,"depth":277,"text":153},{"id":792,"depth":277,"text":793},{"id":823,"depth":272,"text":824,"children":917},[918,919,920,921],{"id":837,"depth":277,"text":838},{"id":844,"depth":277,"text":845},{"id":851,"depth":277,"text":852},{"id":858,"depth":277,"text":859},{"id":882,"depth":272,"text":883},"Issue a refund against the right payment, decide what happens to stock and loyalty, and close out the till.","i-lucide-banknote",[],{},40,[305,929],"\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report",{"title":160,"description":923},"help\u002Fcheckout\u002Frefunds-and-the-cash-drawer","y1CNRvrgbASi9G6rRpn5218Je0alOR_3vzmwlALFQ_o",{"id":934,"title":935,"audience":6,"body":936,"category":288,"description":1128,"draft":290,"extension":291,"icon":1129,"keywords":1130,"meta":1137,"navigation":301,"order":1138,"path":92,"related":1139,"seo":1141,"stem":1142,"updatedAt":1143,"__hash__":1144},"help\u002Fhelp\u002Fcheckout\u002Fsplit-and-partial-payments.md","Split a sale across payment methods, or leave a balance due",{"type":8,"value":937,"toc":1108},[938,944,948,993,1000,1005,1007,1012,1025,1029,1067,1069,1073,1076,1080,1083,1087,1092,1096],[11,939,940,941,943],{},"Any sale can be settled across several tenders: charge part on one method and the payment step stays open with the new balance, ready for the next. If the client can't finish paying today, ",[15,942,251],{}," completes the sale with the balance owing.",[28,945,947],{"id":946},"how-do-i-split-a-payment","How do I split a payment?",[33,949,950,954,957,961,975,979,986,990],{},[36,951,953],{"id":952},"pick-the-first-tender","Pick the first tender",[11,955,956],{},"Choose a payment method as normal. The amount field defaults to the full balance.",[36,958,960],{"id":959},"lower-the-amount","Lower the amount",[11,962,963,964,22,967,970,971,974],{},"Type the amount for this tender, or use the presets — ",[15,965,966],{},"Full",[15,968,969],{},"½",", and ",[15,972,973],{},"⅓"," of the balance. Halves and thirds round up on the first tender, so you never end the sale chasing a stray cent.",[36,976,978],{"id":977},"charge-it","Charge it",[11,980,981,982,985],{},"After the charge, a toast shows the amount remaining — \"Pick the next method.\" Collected tenders are listed under ",[15,983,984],{},"Payments"," on the cart.",[36,987,989],{"id":988},"repeat-until-settled","Repeat until settled",[11,991,992],{},"Take the remainder on the next method. When the last payment lands, the sale closes itself and the receipt is ready.",[11,994,995,996,999],{},"Gift cards split naturally: the card's balance comes off and the rest stays owing. Cash can be over-tendered — enter what the client handed over and the ",[15,997,998],{},"Change due"," panel does the arithmetic.",[507,1001,1002],{},[11,1003,1004],{},"You can't over-collect: a tender larger than the remaining balance is refused, so a double-tap or a second till can never charge the client twice for the same sale.",[28,1006,672],{"id":671},[11,1008,1009,1011],{},[15,1010,251],{}," in the cart footer completes the sale and leaves the balance owing.",[451,1013,1014,1017,1022],{},[454,1015,1016],{},"The sale is raised in full — stock is deducted, gift cards sold on it are issued, the linked appointment completes.",[454,1018,1019,1020,94],{},"The sale shows as ",[15,1021,680],{},[454,1023,1024],{},"Loyalty points and commission wait until the balance is actually collected.",[36,1026,1028],{"id":1027},"collecting-the-balance-later","Collecting the balance later",[33,1030,1031,1035,1045,1049,1055,1059],{},[36,1032,1034],{"id":1033},"find-the-sale","Find the sale",[11,1036,1037,1038,1041,1042,1044],{},"Open ",[15,1039,1040],{},"POS → History"," and set the status filter to ",[15,1043,69],{}," — each row shows the amount owed. Or open the sale from the client's profile.",[36,1046,1048],{"id":1047},"reopen-it","Reopen it",[11,1050,1051,1052,1054],{},"Click the row — the sale reopens in the POS with a ",[15,1053,255],{}," button.",[36,1056,1058],{"id":1057},"take-the-payment","Take the payment",[11,1060,1061,1062,1066],{},"Any tender works, including ",[90,1063,1065],{"href":1064},"\u002Fhelp\u002Fcheckout\u002Fsend-a-pay-by-link","sending a pay-by-link"," so the client settles from their phone.",[28,1068,228],{"id":227},[36,1070,1072],{"id":1071},"can-two-people-split-a-bill-on-two-cards","Can two people split a bill on two cards?",[11,1074,1075],{},"Yes — charge part on the first card via the external terminal, then the remainder on the second. Each charge is its own payment row on the receipt.",[36,1077,1079],{"id":1078},"does-a-tip-have-to-go-on-one-tender","Does a tip have to go on one tender?",[11,1081,1082],{},"A tip rides on the card or cash tender that settles it. On visits paid by package, membership, or membership balance, the tip is excluded from the credit tender and collected by the following card or cash payment.",[36,1084,1086],{"id":1085},"how-do-i-refund-a-split-sale","How do I refund a split sale?",[11,1088,1089,1090,94],{},"Refunds are issued per payment — reopen the refund panel for each tender you're reversing. See ",[90,1091,160],{"href":159},[36,1093,1095],{"id":1094},"is-save-as-unpaid-the-same-as-a-draft","Is \"Save as unpaid\" the same as a draft?",[11,1097,1098,1099,1101,1102,1105,1106,94],{},"No. A draft is an open cart you haven't finished building; an unpaid sale is complete and final, just not fully collected. Drafts sit on ",[15,1100,472],{},"; unpaid sales sit in ",[15,1103,1104],{},"History"," under ",[15,1107,69],{},{"title":271,"searchDepth":272,"depth":272,"links":1109},[1110,1116,1122],{"id":946,"depth":272,"text":947,"children":1111},[1112,1113,1114,1115],{"id":952,"depth":277,"text":953},{"id":959,"depth":277,"text":960},{"id":977,"depth":277,"text":978},{"id":988,"depth":277,"text":989},{"id":671,"depth":272,"text":672,"children":1117},[1118,1119,1120,1121],{"id":1027,"depth":277,"text":1028},{"id":1033,"depth":277,"text":1034},{"id":1047,"depth":277,"text":1048},{"id":1057,"depth":277,"text":1058},{"id":227,"depth":272,"text":228,"children":1123},[1124,1125,1126,1127],{"id":1071,"depth":277,"text":1072},{"id":1078,"depth":277,"text":1079},{"id":1085,"depth":277,"text":1086},{"id":1094,"depth":277,"text":1095},"Take part of a sale on one tender and the rest on another, use the split presets, and save a sale as unpaid to collect later.","i-lucide-split",[1131,1132,1133,1134,1135,1136],"split payment between card and cash","pay half now half later","client can't pay today","save sale as unpaid","collect balance later pos","partial payment at checkout",{},80,[305,1140,303],"\u002Fhelp\u002Fcheckout\u002Fredeem-gift-cards-packages-and-memberships",{"title":935,"description":1128},"help\u002Fcheckout\u002Fsplit-and-partial-payments","2026-08-14","bs4OGYRCR3vIV4fWDbIPI95eLvj_d0dlNOLBf44y1s0",1790218957458]