POS Transaction Detail and Receipt Payment Review Guide

A review guide for looking back at completed POS activity, including receipt payment details and transaction-level follow-up.

Inventory & POS Cashier Review End-User Guide

Overview

Review tools help staff answer customer questions, confirm payment outcomes, and support internal checking without changing the original sale.

Where To Find It

Path: POS > Completed receipt review

Use the transaction detail and receipt payment review dialogs when users need to confirm how a sale was recorded after it has been completed.

How It Works

QBM provides transaction detail and receipt payment review dialogs so the user can see what happened on the receipt, how payment was handled, and whether the result matches the expected outcome.

Main Areas

Area What It Means When To Use It
Transaction detail Shows the recorded sale information for the receipt or POS transaction. Use it when checking what was sold and how the transaction was recorded.
Receipt payment review Shows the payment side of the completed receipt. Use it when confirming how the sale was settled or whether a refund or adjustment occurred.
Follow-up support Helps staff answer customer questions or internal review points without editing the original sale. Use it during support, cashier review, or supervisor checking.

Recommended Workflow

  1. Find the relevant POS receipt or completed transaction.
  2. Open the transaction detail screen to review the sale content.
  3. Open the receipt payment review if payment confirmation is also required.
  4. Use the information for support, confirmation, or internal review without altering the original record.

Best Practice

  • Use review tools before assuming a payment or refund was handled incorrectly.
  • Match the receipt number and counter information carefully when reviewing older transactions.
  • Escalate only after the recorded data has been checked clearly.