# Transactions

Source: https://salesmaster.app/help/sales/transactions
Updated: 2026-10-09

See completed sales, search and filter them, resend or print receipts, download a sales summary, and delete a wrong transaction.

**Short answer:** Open the Transaction menu, pick a date range, and tap a transaction to see its details. From there, tap Share Receipt to send the receipt by WhatsApp, Telegram, email or link, or tap Print Receipt.

A transaction is the record of a completed Sale. It holds the items sold, the payment method, the customer (if one was picked), fees, deductions, points, the transaction number, the cashier, the time and any note.

Access: the **Transaction** menu

## View your transactions

![Transaction list](https://salesmaster.app/help/img/usage/list-transactions.png)

1. Open the **Transaction** menu.
   Today's transactions appear, with the number of transactions and their total at the top.
2. Tap the **Filter** icon (funnel).
   The **Filter** sheet opens.
3. Pick a date range: **Today**, **Yesterday**, **7 Days**, **30 Days**, or tap the calendar icon to **Pick dates** yourself.
   The list shows the transactions in that range. The longest range is 30 days.
4. If you need to, pick a **Cashier** or **Payment Method** to narrow it down, then close the Filter sheet.
   Only matching transactions are shown. Tap **Reset** to clear every filter.
5. Tap a transaction.
   Its details open: items, payment, change, customer and cashier.

## Search for a transaction

1. Tap the **Search** icon (magnifying glass) at the top.
   A search field appears.
2. Type a transaction number, customer name or item name.
   Matching transactions are shown. The search covers the date range you have picked.

## Send, save or print a receipt

![Transaction actions](https://salesmaster.app/help/img/usage/transaction-actions.png)

1. Open the transaction you want to send or print.
   At the bottom are **Print Receipt** and **Share Receipt**.
2. Tap **Share Receipt**.
   The sharing options appear.
3. Choose one:
   - **WhatsApp** or **Telegram** — send the receipt link to the customer's number. Shown when the transaction's customer has a phone number.
   - **Email** — open your email app with the receipt link for the customer. Shown when the customer has an email address.
   - **Copy Link** — copy the web receipt link to paste anywhere.
   - **Share image** — send the receipt as a PNG through another app. On a computer this is **Save image**.
   The receipt is sent, copied or saved, depending on your choice.

To print, tap **Print Receipt**. It works once a thermal printer is connected. See [Thermal printer](https://salesmaster.app/help/settings/thermal-printer).

:::tip
If you see **Receipt available after sync**, wait until the device is online. Receipt links and messages can be sent once the transaction has synced.
:::

If the Kitchen Slip feature is on, you can also tap **Reprint kitchen slip** from the transaction details.

## Download a sales summary

1. On the Transaction screen, tap **Sales Summary**.
   The Sales Summary sheet opens for the date range you have picked.
2. Choose **Print to Thermal Printer**, **Save as PDF File** or **Save as Excel File**.
   The summary has revenue per day, items sold and payment methods.

For fuller reports, open the **Report** menu. See [Reports](https://salesmaster.app/help/reports/reports).

## Delete a transaction

Only delete a transaction when the sale really is wrong, for example when it was recorded twice.

1. Open the wrong transaction and tap **Share Receipt**.
   The list of actions appears. **Delete Transaction** is at the bottom.
2. Tap **Delete Transaction**.
   The app asks you to confirm and explains what happens: stock is returned and customer points are adjusted.
3. Tap **Delete**.
   The transaction moves to the **Deleted** list and no longer counts in the totals.

Keep in mind:

- A transaction can only be deleted for 7 days. After that the button reads **Older than 7 days, can no longer be deleted**.
- Only users with permission to delete transactions see this button.
- To see deleted transactions, open **Filter** and turn on **Show deleted transactions**.

## Related pages

- [Create a sale](https://salesmaster.app/help/sales/create-sale) — how to record a sale.
- [Receipt configuration](https://salesmaster.app/help/sales/receipt-settings) — how your receipt looks and what it shows.
- [Reports](https://salesmaster.app/help/reports/reports) — sales and profit summaries.

## FAQ

### Can I delete a wrong transaction?

Yes, up to 7 days after the sale, if your account has permission to delete transactions. Stock is returned, customer points are adjusted, and the transaction moves to the Deleted list. After 7 days it can no longer be deleted.

### How do I send a receipt to a customer again?

Open the transaction, tap Share Receipt, then choose WhatsApp, Telegram, Email or Copy Link. WhatsApp, Telegram and Email show when the transaction has a customer with a phone number or email. The receipt link is available once the transaction has synced.

### Why don't I see Delete Transaction?

It only shows for users who have permission to delete transactions. If you are staff, ask the store owner to change your permissions.
