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View Transaction Summary

Get a clear overview of your business’s transaction activity by viewing a transaction summary in the Facilipay app. This summary displays your total sales and breaks them down by transaction type over a chosen date range.

What You Can Do

With the transaction summary feature, you can:

  • See total sales for a specific time period

  • Review sales grouped by payment type

  • Track trends and performance over time

Step-by-Step: View a Transaction Summary

  1. Open the Facilipay App
    On your device, launch the Facilipay app that you use to manage transactions.

  2. Go to the History Screen
    From the home screen, tap the History icon (typically the rotating arrows or similar indicator).

  3. Adjust the Date Range
    By default, you’ll see recent transactions. To view a summary for a specific period:

    • Tap the Calendar icon.

    • Select the start and end dates you want to include.

  4. View the Summary
    Once you’ve selected your date range, tap the Summary icon (often shown at the top of the screen).
    You’ll then see a breakdown of all processed transactions within that range.

Tips & Best Practices

  • Choose Meaningful Date Ranges:
    Use date ranges that match reporting needs (e.g., daily, weekly, monthly).

  • Review Regularly:
    Checking your transaction summary frequently helps you spot trends and maintain accurate financial records.

  • Combine With Export Reports:
    For deeper analysis, you can also export detailed transaction reports from the Facilipay Business Portal.

After Viewing

Once you’ve viewed the transaction summary:

  • You’ll have an aggregated view of total sales and individual payment types.

  • Use this data to support accounting, reconcile with other systems, or inform business decisions.