Searching and filtering the sales receipts list

The sales receipts list shows all your cash sales in one place. When you have many receipts, searching and filtering helps you find exactly what you need without scrolling through hundreds of records.

Before you start

• You must have permission to view sales receipts (or be an admin).
• Know the date range, customer name, or receipt number you're looking for.
• Receipts are sorted newest-first by default.

Steps

1. Go to Sales Receipts from the main menu. Open in Usystems

2. Search by receipt number or customer name: type in the search box at the top of the list. The list updates as you type.

3. Filter by status: look for the status filter (usually a dropdown or button set near the search). Choose one or more:

   • Draft: receipts you are still editing.
   • Confirmed: receipts with recorded payment.
   • Delivered: receipts with completed fulfillment.
   • Refunded: receipts with partial or full refunds.
   • Cancelled: voided receipts.

4. Filter by date range: if available, use the date picker to show receipts from a specific period (this week, this month, a custom range, etc.).

5. Filter by amount or other fields: depending on your setup, you may also filter by amount range, customer, or payment method.

6. Sort the list: click column headers (e.g., "Date," "Amount," "Customer") to sort ascending or descending. Useful if you want to see your largest sales first, or the oldest receipts.

7. Review results: once filtered, you'll see matching receipts. Click any receipt to open it, view details, issue a refund, or reprint it.

Tips & common mistakes

• Use partial names: if you're not sure of the exact customer name, type the first few letters and the search will find matches.
• Combine filters: use both status and date filters together to narrow down results (e.g., "Confirmed receipts from June 2026").
• Clear filters to reset: if your results are too narrow, clear all filters to see the full list again.
• Check the page limit: if you have thousands of receipts, the list may be paginated. Navigate to the next page if you don't see what you're looking for.