What is a transaction?
A transaction is a container for one or more payments. When a customer buys a bouquet at the POS and pays with cash, that’s one transaction with one payment. When a customer pays half by gift card and half by card, that’s one transaction with two payments (a — see Taking Payments). Every transaction tracks:- Amount — the total due (including tax)
- Payments — each individual payment recorded against it, with the method, amount, and timestamp
- Status — whether it’s been paid, partially paid, refunded, or something else
- Context — where it came from (POS, order, event, etc.)
Where you take payments
Payments happen in five places across your shop. The methods available depend on the context, but the transaction system behind them is the same.| Context | Where | Available methods |
|---|---|---|
| Point of Sale | At the till during a walk-in sale | Cash, card, gift card, account, loyalty, split |
| Order payments | From an order’s detail page in the dashboard | Card, gift card, account |
| Event deposits | From an event’s payment section | Card, account, payment link |
| Payment links | Sent to the customer via email or SMS | Card (online checkout via Stripe) |
| Invoice payments | When a customer pays an outstanding invoice | Card, account, payment link |
The payment methods you see depend on the context, your settings, and which methods are enabled. Cash is only available at the POS. Account payment requires a customer with a credit account. See Payment Methods for the full list.
Payment statuses
Every transaction has a status that tells you where it stands:| Status | Meaning |
|---|---|
| Unpaid | No payment has been made yet. |
| Partially Paid | Some payment received, but a balance remains. |
| Paid | The full amount has been collected. |
| Refunded | The entire payment has been returned to the customer. |
| Partially Refunded | Some of the payment has been returned. |
| Void | The transaction was cancelled before it was completed. |
| Expired | The payment window closed without the customer paying (e.g. an abandoned POS sale). |
What happens when a payment is recorded
When a payment is successfully recorded — whether by tapping a card, entering a gift card code, or a customer completing a payment link — the system automatically:- Updates the transaction status based on the total paid so far
- Updates the order or event payment status to match
- Runs any automations you’ve set up for payment status changes (e.g. send a confirmation email when an order is paid)
- Notifies connected integrations if the order came from an external system
- Generates gift cards if the order includes virtual gift card products
Voiding a transaction
If a transaction needs to be cancelled entirely — for example, a sale was created by mistake — you can void it. Voiding removes all payments, cancels any linked orders, and marks the transaction as Void. This is different from a refund, which returns money to the customer.Voiding a transaction also cancels all orders linked to it. If the order has already been fulfilled, use a refund instead.
Common questions
Can I change the payment method after a sale is completed?
Can I change the payment method after a sale is completed?
No. Once a payment is recorded, you can’t change the method. If a mistake was made, process a refund and re-take the payment using the correct method.
Where can I see all payments for an order?
Where can I see all payments for an order?
Open the order from your dashboard. The payment section shows every payment linked to that order, including partial payments, refunds, and the current payment status.
Do transactions expire?
Do transactions expire?
POS transactions that go unpaid for 30 minutes are automatically expired and any linked orders are cancelled. This keeps your system clean if a sale is abandoned mid-way. You can turn this off in your POS settings.
What's the difference between voiding and refunding?
What's the difference between voiding and refunding?
Voiding cancels the transaction entirely — no money changes hands and linked orders are cancelled. Refunding returns money the customer already paid. Use void for mistakes caught before payment; use refund for returns or corrections after payment.
Can I see a history of all transactions?
Can I see a history of all transactions?
Yes. Your End of Day report shows all transactions from a till session, and you can export detailed transaction reports from Analytics > Exports. See Exports for details.
What’s next?
Payment Methods
The default methods, what each one does, and how to add your own.
Taking Payments
How to accept cash, card, gift cards, and more.
Refunds
Process refunds by order, by transaction, or as a standalone adjustment.
End of Day
Close your till and reconcile the day’s payments.