Payments & Invoices

Find a transaction

1. 1Go to Payments & Invoices → Transactions.
2. 2Pick a period (All time, This month, Last month, Last 3 months, This year, or Custom range).
3. 3Use the tabs — All, Completed, Voided, Refunded — or "Filter" by Customer, Receipt #, Payment Method, Order Type, or Date.
4. 4Click a row to open its details and reprint the receipt.

Void or refund a sale

1. 1Open the transaction.
2. 2Click "Void" (same day only) or "Refund" (completed sales).
3. 3Enter a reason, and your PIN if you have one set, then confirm.

Download a monthly sales report

1. 1On Transactions, click "Download Sales Report".
2. 2Choose the month and click "Download Excel".

Create a membership plan

Memberships require the Business plan.

1. 1Go to Payments & Invoices → Subscriptions and open the "Plans" tab.
2. 2Click "New plan".
3. 3Enter "Name" and "Price (RM)", choose "Billing" (Weekly, Monthly, Quarterly, Yearly), and optionally a description and colour.
4. 4Click "Create plan".

You can only remove a plan that has no members.

Enrol and manage members

1. 1On the "Members" tab, click "Enrol member".
2. 2Choose the plan and fill in Customer name, Phone, Email, and Date of birth, then tick the consent box.
3. 3Click "Enrol member".
4. 4From a member's row menu: "Send payment link", "Cancel membership" (confirm with "Cancel membership"), or "Remove".
5. 5Open a member to edit details or "Download QR".