> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.posbytz.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Transactions

# Sales Transaction & Filters

The Sales Transactions module allows you to view, manage, and export all sales-related records from the POS backend.
 
||| Navigation: POS Backend → Sales → Transactions
 
From this page, you can access all completed sales transactions along with multiple action options for each record.

Refer video tutorial for your detailed clarification,

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# Available Actions

Under the **Actions** column, the following options are available:

* **View** – View detailed transaction information
* **Delete** – Delete a transaction (subject to conditions)
* **Download PDF** – Download the transaction details in PDF format
* **Download Excel** – Export transaction details in Excel format

|| Note: Transactions cannot be deleted while the POS shift is open.

# View Details

Click on the **View** option to see complete information for a specific transaction. The following details are displayed:

1. **Order Details**
2. **Payment Details**
3. **Tax Split-up Details**
4. **Refund Details**
5. **Discount Details**
6. **Customer Details**
7. **Order Table Details**

This view provides a comprehensive breakdown of the selected transaction for verification and reference.
 
# Refund

To initiate a refund for a transaction:

1. Click the **Refund** button for the required transaction.
2. From the **Payment Method** dropdown, select the appropriate **Pay Mode**.
3. Choose the **Refund Reason**.
4. Proceed to process the refund.

|| Note: Refunds processed from the backend will not be reflected in the POS system.