Transactions & Reports - Product Guide

Overview

The HitPay App provides you with the ability to monitor and analyze your business transactions. The transactions page presents crucial information about payment details at a glance, this view offers detailed insights into individual transactions, aiding in effective tracking of order specifics. This guide takes you on an comprehensive journey through the Transactions & Reports features.

Viewing Transactions

Exploring payment transactions processed through the HitPay App is simple and intuitive. To view your transactions, navigate to the Transactions tab, where a list of recent transactions are displayed.

Viewing Transaction Details

Dive deeper into transaction details by clicking on any transaction in the list. Gain access to specific information such as:

Payment method used
Transaction fees, taxes, and additional charges
Transaction description
Order details, including the list of purchased products
Refund details (if applicable)
Customer information (if applicable)
Location of the transaction (if applicable)
Cashier associated with the transaction (if applicable)

Receipts & Refunds

Receipts: Easily share receipts by clicking the Share Receipt button on the transaction details page. For more information about receipts, click here.

Refunds: You can also process refunds effortlessly from the transaction details page by clicking the Refund button.

Reports

HitPay’s reporting feature allows you to gain insights into your business’s performance. You can view various types of reports to track sales, analyze payment methods, and delve into product-specific data. Reports can help you evaluate your business strategies effectively.

To view your sales reports by navigating to the Tools tab and clicking on Reports (You can also click the icon on the top right corner of the screen from the Transactions tab).

Types of Reports

Report Type	Description	Accessibility
Transactions List	Displays a list of transactions processed within a specific time period. Accessible via the Transactions Tab.	Can be acccessed by navigating to the Transactions tab
Sales Summary	Offers an overview of sales within a specific time frame, including gross sales, refunds, net sales, fees, and net collected.	Accessible by navigating to the Tools tab and clicking on Reports.
Sales by Payment Methods	Summarizes the number of payments, gross sales, net collected, and associated fees based on various payment methods transacted via HitPay.	Accessible by navigating to the Tools tab and clicking on Reports.
Sales by Products Summary	Provides an aggregated summary of total sales for each product.	Accessible by navigating to the Tools tab and clicking on Reports.
Sales by Products Detailed	Offers a detailed breakdown of products sold and the quantity sold in each order.	You can access this information under the transaction details by selecting the transaction from the Transactions tab.

Setting Report Filters

You can filter reports by date, location and users. Cashiers will only be able to view their own transactions and cannot view other user’s transactions.

Print Your Daily Reports

Any reports that you see on the reports page can be printed if you have a printer connected. If you need to print your daily summary, you can update the filter and select the date as “Today.” Then, click on the Export Icon at the top right and select “Print.”

Export Transactions

Exporting of transaction is only available on the Web dashboard

You can easily export your transactions reports from the HitPay dashboard. Navigate to the Web dashboard > Bank Payouts > Transactions and click on Export Transactions button, select the colums you would like to include and click on Download button. Once the export is completed an email will be sent to you.

Above is a sample transaction report that can be exported from your Hitpay dashboard. Here are the different information that the report may contain:

ID - States the Transaction ID of the payment
Channel - States whether the payment was made via Payment Gateway or Point of Sale
Payment Gateway - Payments made via e-commerce plugins and APIs, Payment links, Online store, and Invoicing
Point of Sale - Payments made using the Point of Sale feature via Web or POS app
Plugin - States what plugin was used for the payment
Plugin Reference - States the corresponding reference ID of the plugin used
Method - States the payment method used
Status - States whether payment is successful, voided, or refunded
Additional Reference - States the reference ID of the payment from the payment provider
Order ID - States corresponding Order ID if payment was for a website checkout
Customer Name - States the customer's name
Receipt Recipient - States the customer's email address and where the receipt can be sent to
Remarks Column - Any additional description for the payment
Products - States the products ordered for the payment
Currency - States the currency used to charge the payment
Charge Amount - States the transaction amount based on the original currency
Refunded Amount - States any refunded amount
Cashback - States the cashback amount if applicable
Cashback Fee - States the cashback fee amount if applicable
Converted Amount - States the converted amount to home/default currency
All Inclusive Fee Amount - States corresponding transaction fee in home/default currency
Net Amount - States the net amount of transactions after fee is deducted
Payment Details - States the payment method details
All Visa and Mastercard payments from cards issued locally will be considered domestic card payments
All American Express payments, and Visa and Mastercard payments from cards issued outside of home country will be considered international card payments
Completed Date - States the timestamp when the payment was completed
Store URL - This field specifies the website URL where the payment was made. If you are using the same HitPay account across multiple e-commerce stores, you can use this value to differentiate them.

iOS Widgets

HitPay offers convenient ways to stay updated and informed about your business activities using widgets on iOS.

Installing the HitPay Widget

From the Home Screen, touch and hold a widget or an empty area until the apps jiggle.
Tap the + button in the upper-left corner.
Select the HitPay widget and choose the widget type you’d like to add. HitPay offers both small and medium widget views.
Tap Add Widget and then tap Done.

Customizing the HitPay Widget

Long-press on the HitPay widget from your home screen.
Click on “Edit Widget.”
Select your desired filters and adjust the following fields:
- Business
- Date Range
- Data (choose 2 for small widget, choose 4 for medium widget)
- Gross Sales
- Number of Sales
- Refunds
- Net Sales
- HitPay Fees
- Net Collected

Product Guide

​Overview

​Viewing Transactions

​Viewing Transaction Details

​Receipts & Refunds

​Reports

​Types of Reports

​Setting Report Filters

​Print Your Daily Reports

​Export Transactions

​iOS Widgets

​FAQs