Review payment and refund history

Overview

• The Payments views let authorised users inspect individual Payment records, including the original order, amount, method, status, terminal/provider context, and linked refunds.
• Reports → Payments provides period/store filtering where the current plan and role allow that report.
• Sell → Refunds → Refund history shows the 50 most recent refund records across stores the current user can access, with Store filtering when multiple stores are available.
• Refund history includes refund date/time, order number, amount, reason, Payment/provider, status, processing staff attribution when recorded, and provider reference.
• These records are preferable to relying on memory, a printed receipt, or what a terminal appeared to show during an interrupted transaction.

When to use this

• Use payment/refund history when reconciling a customer complaint, investigating a duplicate-charge concern, checking who processed a refund, or comparing MiniTill with a provider/till record.

Step-by-step

1. Start from the Order when you know the sale, or use the Payments/Refund history view when tracing a money event directly.
2. Match the order number, Store, date/time, amount, and method.
3. For Card, compare provider reference/terminal information where available.
4. For a refund, review its amount, reason, status, processing user, and provider reference.
5. If the current status is PENDING or otherwise unresolved, use the supported recovery flow instead of creating another Payment or Refund.

Common mistakes

• Do not treat a printed receipt as the only payment record.
• Do not assume the latest refund history page is an unlimited archive; the current Refund history screen shows the 50 most recent records.
• Do not compare gross Payment amount to net sales without accounting for refundedAmount/refund records.

Troubleshooting

• If a Payment is not visible in the expected reporting period, check Store scope and date filters.
• If the refund exists but the customer says money has not arrived, distinguish an APPROVED provider refund from bank/card settlement timing outside MiniTill.
• If provider and MiniTill records disagree, preserve the order/payment/refund identifiers and provider references before taking any additional money action.