Reports

Review Return Sales, Pending Payments and Register Reports

Return, pending and register reports explain sale exceptions: money returned, money still due and drawer sessions that must reconcile with the close.

Menu path
Reports -> Sales -> Return Sale, Pending Payments, Register
Verified from
Posnic demo and current POS source reviewed on 2026-09-08
Technical source evidence

frontend/modules/returnReport.html, frontend/modules/pendingReport.html, frontend/modules/registerReport.html, frontend/static/script/js/modules/js/report_return.js, frontend/static/script/js/modules/js/report_pending.js, frontend/static/script/js/modules/js/report_registers.js

Return Sale reportReturn Sale reports separate returned bills and product-level return details.
Pending PaymentsPending Payments focuses on unpaid, partially paid and customer/category due totals.
Register reportRegister Reports are reviewed with the same date range as Day-End and Payment Reports.
Register contextRegister reports only make sense after branch registers and open/close discipline are used.

Use Return Sale Reports

Return Sale reports explain money and stock moving back from a sale. Use the dedicated Return Sale Reports chapter for the complete bill-level, product-level, drill-down, export and reconciliation procedure.

  1. Open Reports -> Sales -> Return Sale.
  2. Filter by the close date range and branch.
  3. Use Return Details for bill-level return rows.
  4. Use Product Details for returned item rows.
  5. Open the return id when the original return document needs review.
  6. Export CSV when the owner or accountant needs a return file.

Use Pending Payments

Use the dedicated Pending Payment Reports chapter for the invoice, customer, category, drill-down, export and settlement procedure.

TabShowsOperator action
Sale DetailsSale id, date, product count, total, partial and due.Find unpaid or partially paid bills.
Customer DetailsCustomer-level pending totals.Call or message the right customer account.
Customer Category DetailsDue totals grouped by customer category.Review credit policy by customer group.
Detail sidebarCustomer contact and product history for a selected pending record.Confirm identity before requesting payment.

Register Reports

Register Reports should be used with the Cash Register feature. Use the dedicated Register Session History chapter for the complete session-list, detail, payment-tally, difference-sign and CSV procedure.

  • Create branch register names before depending on the report.
  • Open the register with starting cash at the beginning of the shift.
  • Close the register after counting the drawer.
  • Compare register amount with Payment Reports and Day-End Summary.
  • Investigate any difference before the cashier leaves.

Exception Review Order

  1. Run Day-End Summary.
  2. Run Return Sale for the same range.
  3. Run Pending Payments for the same range.
  4. Run Register Reports if the Cash Register feature is enabled.
  5. Compare cash, card and due totals.
  6. Write a close note for any mismatch the owner accepts.

Related Manual Pages

Reports Return Sale Reports Return Reports explain which completed sales were reversed, which products and quantities came back, how much value was returned and which customer, cashier, branch and payment method belong to the event. Reports Pending Payment Reports Pending Payments is the operational debt register for saved sales. It identifies each due invoice, rolls debt up by customer and category, and opens product and contact evidence for an invoice. Reports Register Session History Register Reports connect a named till session to its cashier, open and close time, sales and payment count. Use them after every close and when investigating a drawer difference. Reports Day-End Summary Day-End Summary is the owner and cashier close report for the selected date range and branch. It ties sold items, tender totals, discounts, tax and shop identity into one review. Reports Payment Reports Payment Reports explain how money was collected. They separate payment method totals from individual sale and return payment transactions. Registers Daily Close A sale is not fully controlled until the register and payment totals are closed and explained. Settings Cash Register Settings Cash Register turns branch register names into controlled till sessions with opening float, payment tally, denominations, cash in/out and close review. Settings Credit Rules Customer Credit lets trusted customers buy now and pay later, with default limits, terms and reminder controls.