Transaction List Report - Web Version

The Transaction List Report allows you to run detailed reports on all your transactions, create refunds, see current and past transactions, and print and email customer receipts. 

In this article, we will go over:

• Run a Transaction List Report
• Refund a Transaction
• View a Customer Receipt

Related Article: Transaction List Report - Vagaro Pro app

Transaction List Report

1. Navigate to Reports > Transaction List.
   
2. Click Advanced.
   
   
   • Transactions From-To: set a date range for your report
   • Service Providers: select specific service providers for your report
   • Customer: select a specific customer for a report
   • Appointments From-To: set a date range of appointments for your report
   • Deposit in Merchant: select a merchant account for your report
   • Transaction Type: select a type of transaction, like gift certificates, services, etc...
   • Checked Out By: select a specific employee who checked out a transaction
   • CC Transaction Mode: select how the transaction was charged via credit card
   • Discount: select discounts applied to a transaction
   • Barcode, Brand, Product, Product Type: search for a specific product
3. Input search filters, then click Run Report.
   
4. You'll be able to see a list of all your transactions within the date range you selected. Click Export, then PDF or Excel to export, or click Print to make a paper copy.
   

Refund a Transaction

Click the following link to learn how to refund a transaction: Refund a Cash Transaction - Web Version.

View a Customer Receipt

1. Select a transaction, open the action drop-down menu, and click Receipt.
   

2. Print or Email the receipt.
   
   
   1. Click Print if you have previously printed on this device. If not, click the up-arrow icon, then select a printer. For Vagaro Receipt Printers, hover over Add Vagaro Receipt Printer and click Vagaro Receipt Printer to add a new printer, or you can select an already existing printer. For all other devices, click Other.
      
      
   2. Click Send Email, verify or enter Email, and then click Send Mail.