How to 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.
Before You Begin
- You must have access to the Facilipay Merchant App.
- Decide on the reporting period before you start.
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
Open the Facilipay App
On your device, launch the Facilipay app you use to manage transactions.Go to the History Screen
From the home screen, tap the History icon (typically the rotating arrows or similar indicator).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
View the Summary
Once you've selected your date range, tap the Summary icon (often shown at the top of the screen). You'll see a breakdown of all processed transactions within that range.
What You Can Do With the Summary
- Use this data to support accounting and reconciliation.
- Reconcile against other systems for accuracy.
- Inform business decisions on staffing, stock, or promotions.
Tips & Best Practices
Choose meaningful date ranges: Match date ranges to your reporting needs (daily, weekly, monthly).
Review regularly: Frequent checks help you spot trends and maintain accurate records.
Combine with export reports: For deeper analysis, export detailed transaction reports from the Facilipay Business Portal.