Your Sales History contains a basic breakdown of all transactions you have ever processed using SumUp. It also allows you to quickly confirm whether or not a transaction was successful.
In this article:
Sales History on sumup.me
To review your Sales History in your SumUp Account at sumup.me, please log in here with your account details. Select “Transactions” in the menu on the left hand side of your SumUp Account.
You now see a list of all your transaction that your processed using SumUp during the last 6 months starting with your latest sale.
Every transaction is listed with a short summary concerning the sale.
The first thing displayed is the date of the transaction. Underneath you can find every transaction processed that day. This is how a transaction could look like in your Sales History:
Let’s look through it step-by-step:
- The first thing you see is the timestamp of the transaction.
- Displayed behind the timestamp you can find the status of your transaction. The filters on the right side of your Sales History can help you discern the symbols. If you’re having troubles identifying the symbol and what each of them stands for, here’s a little guide:
- If you see a tick like this, your transaction was successful and will be paid out to your bank account.
- If you see a red cross like this, your transaction failed because of a declined card, faulty Bluetooth connection or a timeout.
- Important:
- To ensure the highest level of security, SumUp cancels every transaction that is not completed within a specific time frame (timeout).
- An arrow pointing to the left means that this transaction was refunded. If you want to find out more on how to do refunds, click here.
- A red exclamation mark symbolises a chargeback. For more information on chargebacks and how to prevent them, click here.
- A green bank symbol along with date shows you that the funds, minus the fees (2.65%), have been transferred to your bank account on that day.
Important
The day of the payout is not the day the funds will appear on your bank account. Depending on your bank's settlement procedures it may take up to 1-2 days from the transaction date to the day the funds appear on your bank account. Please also be aware that banks only transfer funds on working days.
- On the right side you of the bar you can find the amount charged as well as the form of payment.
- If your customer paid by card the card scheme will also be displayed (Mastercard, Visa, Amex etc.).
- If your customer paid with cash you will find a banknote symbol displayed next to the amount charged.
You can also find a slightly more detailed description of your sale by clicking on the transaction itself. A new window pops open on the right side of your Sales History.
The following will be displayed:
- Thumbnail map, indicating where the transaction took place opens based on GPS/ data coordinates recorded at the time of the transaction.
- Transaction Code
- Card information with the last 4 digits of the card number.
- If already settled into your bank account, date of settlement and amount of settlement.
- Transaction date and time along with transaction status.
You also have the option to refund a payment directly from your SumUp Account at sumup.me. For more information and instructions, visit this article.
If you click “Receipt” you can take a look at the receipt your customer received.
If you have Advanced Mode switched one, you also have the option to view a detailed description of your transaction by clicking “Details”. If you want more information concerning the Advanced Mode, click here.
If you want to filter for certain transactions to organise and sort them, you can do so through the filters on the right hand side of your Sales History. Here’s a quick explanation of what each filter does:
- Payment Method lets you choose between card payments and cash payments.
- Type lets you choose whether you want to only show successful payments, failed payments, refunded payments or chargebacks.
- Period lets you choose a timeframe. You can either choose a timeframe from the default settings (“Last week”, “Last month”, “Six months”) or manually enter your own dates into the two corresponding fields.
- Employees let’s you sort your sales history by employee accounts if you previously set up employee accounts. For more information on employee accounts, click here.
When you’re done with choosing your filters, click “Apply” and you will immediately be presented with all transactions, that match your filter settings.
If you click “Export transactions” only the ones that are currently displayed with your filter will be included in your CSV or XLS file. For more information on how to send Payout Reports to yourself, click here and go to “Resend Payout Report”.
Sales History in the SumUp App
To review your Sales History in your SumUp App on your smartphone/tablet, please log in to the app with your SumUp account details.
Click the “Account” tab (iOS) or the menu symbol (Android) in the top left corner and select “Sales history”.
You now see a list of all your transaction that your processed using SumUp during the last 6 months starting with your latest sale.
Every transaction is listed with a short summary concerning the sale.
The listing is the same as in your SumUp Account at sumup.me so for a detailed description of what each symbol displays check our small guide above.
When you click on a transaction you can find a more detailed description of the sale with the transaction code listed above along with the card information.
Underneath, depending on what type of payment was received and if the funds have already been settled into your bank account, you can find square boxes with information regarding the single steps included in the sale.
This is an example of a card payment that has already been settled into your bank account. Once you click on the transaction box, you get the option to resend a receipt, show where the transaction took place on a map or refund the transaction. For more information on how to resend a receipt click here, and you can find a step-by-step guide on how to refund transactions over here.
This is an example for a cash payment made with the Advanced Mode. You get a detailed description of what was included in the sale as well as how much sales tax was enclosed as well. You also have the option to resend a receipt, see where the transaction took place on a map or refund the transaction. For more information on how to resend a receipt click here, and you can find a step-by-step guide on how to refund transactions over here.