Learn About the Transactions Page

Learn About the Transactions Page

The transaction page on the Merchants console provides many helpful features to keep updated on transactions, find specific translation, and do refunds.

In this article, we will go over the features of the transaction page.

From the Merchant Console homepage, tap on the “transaction” tab on the left side of the page. A page will pop-up with all the transactions from all the locations under your account.

Each transaction will show the amount, currency, status, location, customer, payment method and date. If you click on an individual transaction, payment details such as tax, tip and donation will appear, assuming those features are enabled.

The transaction page can help find individual transactions using the filter on the top right corner of the page. The metrics in the filter are the location, date, and last 4 digits of the cc. To set the filter, check the box next to the filter you wish to use, and input the desired location/date range/CC info. 

The filter feature can help search for a transaction that happened a while ago, in case you need to make a refund.

Learn About the Transaction Details Page

Clicking on a specific transaction will provide you with information about the amount, date, location, and payment details of a transaction. You are able to refund a transaction, and retrieve a customer receipt. You can also click on the ticket reference number to see related transactions (split payments) and ticket details.

If you still have questions, feel free to contact us at support@usecopper.com or check out other help center articles.

• Related Articles

• Void a Charge on a Previously Paid Order

  Learn how to void an order on a previously paid order From the cashier app, locate the ticket you need to void. The ticket should have a green check, indicating the ticket has already been charged.   Navigate to the transactions page. The button is ...

• How to Split a Ticket

  Learn how to split a ticket in the Cashier App From the Cashier App, located the ticket you need to split. Click on the ticket (do not press "Charge"). This will take you to the ticket details page. Click on "Split". Select the number to split the ...

• How to Edit a Location to Merchant Console

  Learn how to edit a Location to Merchant Console Select the “locations” tab Select the location you need to edit Select the “edit” button on the right side of the details page. A pop up will appear where the edits can be made Tap save and the edits ...

• How to Add a Device to Console

  Learn how to add a device to Console From the merchants page, locate the “locations” tab. Select the location the device will be added to. Select the “New” button on the “Devices” page. Enter the registration code that is displayed on the Cashier app ...

• How to Retrieve a Payment Confirmation Receipt

  As a merchant, you may be required to retrieve a payment confirmation receipt from a past transaction.  From the homepage, select the transactions tab. Select the relevant transaction from the list. You may need to use the filter on the top right ...