mPOS – History

The History of the MPOS displays open, closed, and queued batches. To access the History section, tap on the 3-lines icon and then tap on “History” in the side menu bar.The first screen displays All Transactions made on the device as well as Current Open Batch information detailing Sales, Refunds, Voids, and the Batch Total.

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All Transactions

The All Transactions page shows every transaction that has been made withing a two-month period. In the All Transactions Screen, Merchants have access to more options for each individual transaction by tapping on any transaction that appears on the list.  Tapping on any of the transactions listed will open a new screen listing the details of that specific transaction.

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Tap on the “Filter” to view certain transactions. You can filter by the following options:

  • Payment Types
  • Transaction Types
  • Card Types
  • Order Types
  • Amount Range
  • Date Range

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The More Options tab opens a prompt with the following options: Print, Email, Void, Refunds, and Quick Sale.
Tap on “Cancel” to go back to the previous screen.

Print
Email
Void
Refund
Quick Sale
Tap on back the to return to the All Transactions page.

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Current Open Batches 

From the All Transactions page, tap the Blue section of the screen to access the Current Open Batches transactions. The Current Open Batches page shows all the transactions that have been captured in 24 hours of when the first transaction was made. Note: You can change when Batches will automatically close in the Merchant Console.
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Use the Search bar to search all transactions for a specific Batch ID, Transaction ID, Customer Name, Invoice #, or Auth Code. 

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Tap filterand narrow by Payment Type, Transaction Type, Card Type, Order Type, Amount and Date. Tap the desired Transaction to view more details.

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In the Current Open Batches Screen, Merchants have access to more options for each individual transaction by tapping on any transaction that appears in the list. Tapping on any of the transactions listed will open a new screen listing the details of that specific transaction. mpos17

The More Options tab opens a prompt with the following options: Print, Email, Void, Refunds, and Quick Sale.
Tap on “Cancel” to go back to the previous screen.

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Print
Email
Void
Refund
Quick Sale
Tap on back the to return to the All Transactions page.

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When in the Current Open Batches screen, Merchants have the option to Close Batch by simply clicking the Close Batch button on the top right. A prompt will pop-up confirming the closure and a confirmation screen will follow, signifying a successful or unsuccessful  batch closure. .

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Queued Transactions

From the Current Open Batches page, swipe the Blue section of the screen to the right to access the Queued Transactions.
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The Queued Transactions Page shows all of the Auth Only transactions that still have not been captured. Note: Queued Transactions may be set up to automatically be captured after a certain time period in the Merchant Console. Be sure it is captured before Auth Only Transaction is captured before it is expired.

Use the Search bar to search all transactions for a specific Batch ID, Transaction ID, Customer Name, Invoice #, or Auth Code. 

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Tap filterand narrow by Payment Type, Transaction Type, Card Type, Order Type, Amount and Date. Tap the desired Transaction to view more details.

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Merchants have the option to capture the Authorization Code during this process, see next section. Note: Merchants do not have the option to change Queued Transaction amount or details on the mPOS app. Updated can only be made directly on the Merchant Console.

In the Queued Transactions Screen, Merchants have access to more options for each individual transaction by tapping on any transaction that appears in the list. Tapping on any of the transactions listed will open a new screen listing the details of that specific transaction.

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The More Options tab opens a prompt with the following options: Print, Email, Void, Refunds, and Quick Sale.
Tap on “Cancel” to go back to the previous screen.

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Print
Email
Void
Refund
Quick Sale
Capture Transaction
Tap on back the to return to the Queued Transactions page.

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Closed Batch Transactions

From the Current Open Batches page, swipe the Blue section of the screen to the left to access the Closed Batch Transactions.
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The Closed Batch Transactions page shows all of the batches that have been closed, both automatically and manually, within a two-month period.

Use the Search bar to search all transactions for a specific Batch ID, Transaction ID, Customer Name, Invoice #, or Auth Code. 

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Tap filterand narrow by Amount or Date. Tap the desired Transaction to view more details.

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In the Closed Batch Transaction page, Merchants are able to view the transactions of a specific batch. From there, they can view each transaction individually to view More Options and More Details. 

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You can view your daily app activity by pressing on the HISTORY icon. You can view you total daily sales, refunds and any status of any order that has been placed using the mobile app.To view your order history, touch the ORDERS bar on the HISTORY screen. From the ORDERS HISTORY screen you can view all of your open, partially paid, paid and cancelled orders.

 

 

The open orders screen will include a list of all currently open orders.
To view the details for a particular order, simply touch the line on which it appears and you will be able to see all of the order details including customer information, items purchased and more, as well as take the payment for the order or place the order on hold.
From this screen you are able to view all orders for which payment method has been made in part. To view and/or complete a particular order, touch the line on which the order appears and you will be taken to the order screen from which you can view the details of the order, including the amount paid and amount due. The amount of the payment made will be clearly marked and the total still due will appear in red.
On the PAID screen you can view a list of all orders for which payment has been received in full. To view the details for an order, including customer details and item information, touch the line on which the order appears.
From this screen you can view all cancelled orders will be listed chronologically by date.

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