POSYMAUser manual
ES

Sales history

The history brings together every sale, return and exchange in your business. You can filter by date, cashier, customer, status or payment method, open the detail of each document, print it and export the list.

Manual modules
Where it is Side menu › Sales › Transactions. Also from the point of sale with "History" and from Reports › Sales. Open in your POSYMA
When you see it Shows up if your POSYMA includes point of sale.
Guide 1 of 3

How to find a sale

Sales history with filters, list and summary
Sales history with filters, list and summary. Tap the image to see it larger.
  1. Open Sales > Transactions.
  2. Pick a "Start Date" and an "End Date".
  3. If you want, filter by "Status", "Payment", "Cashier" or "Customer".
  4. Type in "Search" the document number, the customer or a product.
  5. Click "Refresh" to load the latest data.
Guide 2 of 3

How to view the detail and print a sale

Detail of a sale with its products and payments
Detail of a sale with its products and payments. Tap the image to see it larger.
  1. Click the sale in the list.
  2. In "Sale Detail" you see the invoice, customer, cashier, payment breakdown and products.
  3. Click "Print" to reprint the document.
  4. If the row is a return, "Credit Note Detail" opens with the original invoice, the reason and the refund method.
Guide 3 of 3

How to export your sales

Sales history with filters, list and summary
Sales history with filters, list and summary. Tap the image to see it larger.
  1. Apply the filters you need.
  2. Click "Export CSV".
  3. Open the file with Excel or Google Sheets.

The side panel shows Total Sales, Total Revenue, Average Sale, Refunds, Net Revenue, Top Products and the Payment Breakdown for the filtered period.

Frequently asked questions

How do I see only my shift's sales?

From the point of sale, click "History" in the shift bar. The history opens filtered to that session's documents.

Are the times in my time zone?

Yes. Dates and times are shown in your business's local time.