💳 Transaction Overview
The Transaction feature in Fuze Store POS is your go-to tool for handling every payment, refund, and financial movement in your business. Whether you’re accepting cash, processing a card payment, or issuing a refund, the Transactions section keeps everything organized and easy to manage—no technical skills needed!
🔍 What is a Transaction?
A transaction is any payment, refund, or adjustment made through your POS system. Transactions record how money moves in and out of your business, including sales, returns, and different payment methods. Each transaction keeps track of the amount, payment type, staff involved, and any related order or customer.
Real-Life Examples:
- Food & Beverage: Accepting a card payment for a coffee, or giving a cash refund for a returned sandwich.
- Retail: Processing a gift card payment for a t-shirt, or handling a split payment (part cash, part card).
- Services: Charging for a massage session, or refunding a canceled appointment.
⭐ Why Use the Transactions Feature?
- All Payments in One Place: See every payment, refund, or adjustment in a single, easy-to-use list.
- Flexible Payment Options: Accept cash, card, gift cards, or split payments.
- Easy Refunds & Adjustments: Process refunds or make changes to payments with just a few clicks.
- Financial Clarity: Always know where your money is going and coming from.
- Staff Accountability: See which team member handled each transaction.
- Customer Service: Quickly answer questions about payments or refunds.
⚙️ Field Explanations
Here’s what you’ll see for each transaction:
| Field | What it Means | Required | Example |
|---|---|---|---|
| Transaction ID | Unique ID for the transaction | Yes | 123e4567-e89b-12d3-a456-426614174000 |
| Reference Number | Unique code for referencing the transaction | Yes | TXN-20250710-001 |
| Order Number | Linked order | Yes (if any) | 100234 |
| Payment Method | How the payment was made | Yes | Credit Card |
| Type | Payment, Refund, Adjustment, etc. | Yes | Payment |
| Amount | Total amount paid or refunded | Yes | $8.50 |
| Status | Completed, Refunded, Pending, etc. | Yes | Completed |
| Transaction Date | When the transaction was processed | Yes | 2025-07-10 14:32 |
| Staff | Team member who processed the transaction | John Doe | |
| Notes | Any special instructions or comments | Partial refund |
🏆 Best Practices
- Always double-check transaction details before completing a payment or refund.
- Use notes for special cases or important info.
- Encourage staff to record split payments or unusual transactions clearly.
- Regularly review transactions to spot trends and improve your business.
- Use filters to quickly find transactions by date, customer, or payment method.
For more information, see the documentation or contact support.