In this article, we will explain the simple process to access the details of a sale or transaction directly within the Primefy control panel.
Step-by-Step: Accessing Sale/Transaction Details
Step 1 - Log In: To begin, log in to your Primefy account. Enter your login credentials and confirm.
Step 2 - Navigate to "Sales": In the control panel, you'll find a left-side menu. Locate and click on the "Sales" option. This will open the section dedicated to all your sales and transactions.
Step 3 - Find the Desired Sale/Transaction: You'll see a list of your sales and transactions. Find the specific sale you want.
You can use the search bar and the down arrow option or manually scroll through the list to aid in your search.
Step 4 - Access Details: Once you've located the sale or transaction you wish to review, click on it. Clicking will redirect you to a page displaying all the details related to the selected sale or transaction.
Information Available in Details
Upon accessing the details of a sale or transaction, you'll have access to comprehensive information about the transaction. This may include data such as:
- Date and Time of the Transaction;
- Total Transaction Amount;
- Payment Method Used;
- Transaction Status (Approved, Pending, etc.);
- Customer Information (Name, Contact, etc.);
- Details of Purchased Products or Services (when previously registered);
- Applied Fees.
By following the above-mentioned step-by-step guide, you can obtain detailed information about your transactions conveniently. We are committed to providing the necessary tools for you to manage your sales effectively and gain valuable insights into your operations.