Find and filter payments

Before you start

• An authenticated POS session with access to the intended branch.
• The original order reference, current status, paid amount, and eligible lines are known.

Steps

1. Open Payments.
2. Set search or method, status, and date filters.
3. Open a payment row.
4. Verify order, customer, cashier, reference, amount, and status.

Expected result

The payment list shows branch-scoped tenders with their amount, method, reference, and current status. Do not repeat a void, return, or refund until both the original record and any resulting record have been checked.

Permissions

• Orders and payment history require their assigned POS capabilities; void, return, and refund actions require the specific action permission and may require manager approval.

Troubleshooting

The workflow stops while staff open Payments, before they can set search or method, status, and date filters.

First confirm the following access and record state: Access to the intended branch or a valid public invoice link, as applicable. The original order reference, current status, paid amount, and eligible lines are known. Return to /payments without changing user, branch, or record. Try the blocked step once; if it remains unavailable, stop and provide Support the safe order/return/refund/payment reference, branch, amount, status, and time. Keep evidence of the result when staff open Payments.

The original order and resulting void, return, refund, payment, or receipt records disagree after the final checkpoint: Verify order, customer, cashier, reference, amount, and status.

Inspect the original order plus every resulting void, return, refund, payment, and receipt reference. Do not duplicate a financial action. Retry only when the first result is absent and eligibility still permits the action. An unresolved mismatch needs Support review with the safe order/return/refund/payment reference, branch, amount, status, and time. Before another attempt, establish whether staff could verify order, customer, cashier, reference, amount, and status.

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