Payments

The Payments tab is your transaction control centre. Every time a guest pays at a table, a counter tab, or over the handheld, that payment lands here in the Dashboard within a few seconds. Open this page when you need to:

• Look up a specific charge (the guest called back asking about it)
• Issue a refund — full or partial — and keep a paper trail of why
• Email a receipt a guest didn’t get
• See what’s been sold today — revenue, transaction count, average ticket, approval rate
• Audit an order — see every item and modifier, plus who paid how
• Check refund history across the venue
• Pull up an open order that’s still being worked

Getting to the page

In the Dashboard sidebar, click Payments (the wallet icon). If your restaurant has more than one location, the page will wait for you to pick one from the location switcher at the top of the sidebar — Payments are managed per location.

Once a location is selected, its name appears as a small pill next to the “Payments” title so you always know which venue you’re looking at.

The four tabs

A tab bar runs along the top of the page. Each tab shows a live count badge of matching records for the current date range, so you can see at a glance how much there is to look at:

Tap a tab to switch. The date filter row below stays the same across all four.

The date filter row

Everything on every tab is scoped to a date range. The row sits right above each tab’s content.

Four quick-preset buttons on the left:

• Today (default when you open the page)
• Yesterday
• Last 7 Days
• Last 30 Days

Two extras to their right:

• Date — opens a two-calendar popover (a From and a To calendar). Pick any custom range. Future dates are disabled; the To calendar is also capped at or after the From date. Tap Apply to confirm, or Cancel to back out.
• More ▾ — reveals This Month, Last Month, and Custom for the less-common ranges.

The active preset is highlighted with a darker border. The current range is also shown in plain English between the two buttons (e.g. “Mar 05 – Apr 16, 2026”).

Payments tab — the main view

Summary cards (top of the page)

Four cards across the top, recalculated every time you change the date range:

The transactions table

Below the summary cards, the full transactions table. One row per charge, newest first.

Click any row to open the payment detail for that charge (see below).

Status reference

You’ll see these pills everywhere on the page. Here’s what each one means:

The payment detail dialog

Click any row in the Payments table → a dialog slides up with everything about that charge.

Header

• Transaction ID in big monospace font (handy to copy if you need to reference it on a support call)
• A status pill on the right (Approved, Failed, Refunded…)

Details grid

A two-column block with the basics:

• Customer — name, or Guest if anonymous
• Table — label, or a dash for non-table orders
• Date & Time — the full timestamp (Apr 16, 2026 at 14:23)
• Type — Dine In / To Go / Quick #N
• Payment Method — the card brand and last 4 digits (Visa ••••1234), or Cash

Cash breakdown (cash payments only)

If this was a cash payment, a small box shows three lines to help you reconcile with the till drawer:

• Cash received — what the guest handed over (green)
• Change given — what went back (amber)
• Net received — the money that actually stays in the drawer (dark)

Items list

Every item from the order:

• Quantity (2×) · item name
• Any modifiers underneath in grey
• The line total on the right

Totals

Under the items, a small totals block:

• Subtotal
• Tax
• Tip (only if there was one)
• Total (in bold)

Action buttons

Two buttons pinned to the bottom of the dialog:

• Refund — opens the refund flow (next section)
• Send Receipt — opens the receipt email flow

Issuing a refund

Refunds go back to the original payment method — card back to card, cash back as cash. You can refund the whole charge, or just a specific amount, and always with a documented reason.

Sending a receipt by email

A guest emails a week later asking for their receipt? Pull up the payment and email it to them in under a minute.

Orders tab

The Orders tab shows the order-level view — one row per order, regardless of whether it’s been paid yet. Useful when a server asks “what’s on Table 14 right now?” or you want to check every order that ran through the bar this lunchtime.

Paid vs Open

Two buttons at the top of the table:

• Paid Orders (default) — closed-out orders
• Open Orders — orders still in play (pending, fired, in-progress, ready)

Switch between the two to match what you’re after.

The table

Click any row → the Order detail dialog slides up. It’s similar to the payment detail but organised around the tickets instead of the charge:

• Header — order ID + status
• Details grid — table, time, type
• Tickets — one expandable card per ticket sent to the kitchen. Each shows:
  • The ticket number, its kitchen status, and a small ⚡ Rushed flag if the server pushed it to the top of the queue
  • Every item with modifiers and line prices
  • Seat assignments (Seat 1, Seat 2…) next to each item, so you can see exactly who ordered what on a shared table
• Totals at the bottom — subtotal, tax, total.

There’s no action buttons here — Orders view is read-only. If you want to refund anything, switch back to Payments and click the matching charge.

Refunds tab

A permanent log of every refund you’ve ever processed for this location, within the selected date range.

When there are no refunds, you’ll see a friendly empty state — “No refunds” — which, given the context, is usually good news.

Disputes tab

Empty most of the time — that’s a good thing. This tab is reserved for chargebacks (when a guest’s bank challenges a charge) and official payment disputes. If any ever show up, they’ll appear here for investigation.

How a payment gets from the iPad to this page

So you know roughly what to expect during a shift:

1. A server (or counter cashier) tapes payment on the iPad POS.
2. The card terminal — or the cash-drawer flow — confirms the amount.
3. The POS records the transaction and marks it Approved (or Failed).
4. Within a few seconds, it appears in the Payments tab here.
5. When you change the date filter or refresh the page, the latest transactions pull in.

If you have more than one location

The Payments page works at two levels:

• One location selected — you see only that venue’s transactions, and the location name appears as a small pill next to the “Payments” title.
• Account level (all locations at once) — the page aggregates across every location in the account. The four summary cards become combined totals, the transactions table interleaves charges from every venue, and the tab badges count everything together. This is ideal for owners or ops managers who want one “how did the business do today” view.

Switch levels from the location switcher at the top of the sidebar — pick a single venue to drill in, or pick the account name to zoom back out.

If you’re only after a specific location, switching into it is always faster than filtering. For deeper cross-location trends (by day, by method, by staff), Reports is the better tool.

Who can do what — permissions at a glance

Both sit under the Dashboard permission group — go to Permissions to see which of your roles have them, and adjust as needed. A few common recipes:

• Managers — both permissions.
• Servers / shift leads — view only (they can check a charge, but all refunds go through a manager).
• Kitchen / runners — neither.
• Owners — both.

Common shift workflows

”A guest says the card was charged twice”

1. Open Payments, set the filter to Today (or Yesterday).
2. Search the Customer column for their name — or sort by Time to find the pair of identical totals close together.
3. Open the duplicate → Refund → Full refund → reason Duplicate charge → Process.
4. The duplicate disappears into the Refunds tab; the original charge is untouched.

”A guest wants 20% off because of a slow kitchen”

1. Open the payment → Refund → untick Full refund.
2. Type the refund amount (e.g. £12.50 on a £62.50 bill).
3. Reason → Requested by customer.
4. Process Refund.
5. The original charge now shows Partial Refund in the table with “£12.50 refunded” under the total.

”End-of-day check”

1. Set the filter to Today.
2. Look at the four summary cards — Total Revenue, Transactions, Avg. Transaction, Approval Rate.
3. Approval Rate is green? All good. Below 95%? Open the Payments table and sort by Failed charges — usually a terminal or network issue. Check Devices or Terminals for status.
4. Flip to the Refunds tab and scan the list — anything unusual?

”A guest lost their receipt, wants it emailed”

1. Set the date filter to when they came in.
2. Find the charge (Customer name, Table, or just scan by total).
3. Open it → Send Receipt → enter their email → Send Receipt.

Quick recap — the moves you’ll do most often

• See today’s take → open Payments → look at the four summary cards.
• Look up a specific charge → open Payments → set the date → scan by Customer, Table, or Total.
• Refund a guest → open the payment → Refund → pick full or partial → pick reason → Process Refund.
• Email a receipt → open the payment → Send Receipt → enter email → send.
• Check what’s been refunded → Refunds tab.
• Pull up an open order → Orders tab → Open Orders.
• Dig into an order’s items → click any row in Payments or Orders → read the items list.

Next steps

• Reports — Sales trends, breakdowns by method/staff/tax, Z-reports and exports
• Devices — If approval rates are dropping, check iPad + terminal status here
• Permissions — Control who on your team can see Payments and who can issue refunds
• Terminals — Pair and manage the card readers that feed into this page