The Transactions report in the Ready Dashboard is where you can view and refund transactions in the selected date and time range for each location of your company.

Accessing Transactions Report

Transactions is available in the Dashboard navigation (left-most side of the webpage).  Depending on the security permissions of the security role a user is assigned to, access control to this screen is determined via the following permission:

  • Transactions - Full Access
  • Transactions - View Only
  • Transactions - Refund

For more information on available Security Roles, please see the Security Roles documentation.

 

Transactions Report Listing

The Transactions screen lists out all transactions for your company and offers the ability to filter results based on the following:

  • Date Range
  • Locations

The Export button will generate an Excel file version of the report.

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Transaction Report Fields

PAYMENT ID Identifier for the payment transaction. Clicking the transaction ID will open the transaction details.
AMOUNT Amount for the transaction.
LOCATION Location the payment transaction belongs to.
TICKET # POS ticket payment transaction is associated to.
STATUS Status of the payment transaction. Available statuses:
Authorized Transaction has been pre-authorized (we pre-authorize payment transactions before creating order in POS / applying payment to POS check).
Cancelled Transaction pre-authorization has been cancelled (this happens if the order could not be completed with the POS or the payment could not be associated to the POS check).
Paid Transaction has been fully approved.
Refunded Transaction has been partially or fully refunded.
TYPE Identifies card type (Amex, Mastercard, Visa, etc.). Card type may not be shown depending on payment processor.
METHOD Payment entry type (Apple Pay, Google Pay, Manual Entry). Entry type may not be shown depending on payment processor.
LAST 4 Last 4 digits of the card number used for the transaction.
DATE Date of the transaction

Viewing Payment Details

Clicking on a transaction ID from within the Transactions report will bring up more detailed information about the transaction.

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On the top right corner of the page, you will notice a Refund Payment button. For more information on how to refund a payment, please see our Transactions Report article. 

Transaction Details Data

TRANSACTION PAYMENT DETAILS Left panel of the screen which shows details on the payment transaction.
Payment Amount Total payment amount.
Payment Status Status of the payment (Paid, Refunded).
Location Location transaction was performed at/for.
Check # POS check number payment is associated with.
Server Server (and table number) payment is associated with.
TOTALS SUMMARY Displays a summary of the transaction totals.
Subtotal Subtotal of payment amount.
Tax Applicable tax(es) amount for payment.
Service Charge Applicable forced service charge amount for payment.
Discounts Applicable discount amounts applied on payment.
Check Total Check total for POS check associated with transaction.
Tip Total tip amount.
Total Paid Total transaction amount paid.
Total Refunded Total transaction amount (if applicable) refunded.
Tip % (Pre-Tax/Post-Tax) Tip percentage amount, displayed in both pre-tax and post-tax values.
CARD PAYMENT DETAILS Displays details on the credit card transaction.
Amount Paid Total payment amount charged to card.
Amount Refunded Total amount (if applicable) refunded to card.
Date Date of card transaction.
Currency Currency of transaction.
Transaction Type Transaction type. Value may differ based on payment processor.
Auth Code Authorization Code for card payment transaction (if provided by payment processor).
Payment ID Payment ID for card payment transaction (if provided by payment processor).
Card Number Displays last 4 digits of card used in transaction.
Expires Expiry month and year of card used in transaction.
Card Brand Card type used for transaction (if provided by payment processor).
Source Transaction method (Apple Pay, Google Pay, Manual Entry) used for transaction (if provided by payment processor).
Zip/Postal ZIP/Postal Code utilized for transaction (if applicable).
GIFT CARD PAYMENT DETAILS Displays information on the gift card used in a transaction (if applicable).
Amount Paid Total payment amount charged to gift card.
Amount Refunded Total amount (if applicable) refunded to gift card.
Date Date of gift card transaction.
Currency Currency of gift card transaction.
Gift Card Number Displays last 4 digits of gift card used in transaction.
Transaction ID Transaction identifier for the gift card transaction.
GUEST INFORMATION Displays information regarding the guest the transaction is for.
IP Address IP Address of the guest at the time of transaction.
PAYMENT HISTORY Displays history of transaction actions (pre-authorization, transaction completion, refund) for transaction.
Date Date of transaction history record.
Payment Amount Payment/Refund amount of transaction history record.
Transaction Type Action taken of transaction history record (Pre-Auth, Capture, Refund).
RELATED CHECK DETAILS Right panel of the screen that displays the POS check associated with the payment transaction.
Check Number Check number from the POS.
Check Item(s) We list out items on the check:
  • Item Name (as configured in Menu Builder)
  • Price
  • Modifier(s)
    • Modifier Name (as configured in Menu Builder)
    • Price
  • Comments
Check Payment Summary Outlines a summary of the payment made on the check:
  • Card Type
  • Last 4 Digits of Card Number
  • Total Payment Amount
  • Check Payment Amount
  • Tip Amount

Refunding a Payment

To fully or partially refund a payment, click on the Refund Payment button on the top right corner within the Payment Details page. The following Dialogue box will pop up:mceclip0.png

 

You can refund the full amount or change the refund amount to the desired amount to process a Partial Refund. Once certain with the amount, click on the Issue Refund button, or click Cancel to back out.

You will see a confirmation that the Payment has been refunded after clicking on the Issue Refund button. 

Important: Some clients may not have access to the Refund Payment button in Ready Dashboard due an internal process of refunding payments. If you cannot see the Refund Payment button and need to refund a transaction, please contact your company for instructions.