Kasse — Transactions

The Transaktionen page is the journal of every sale taken on the Kasse — every coffee, every shower token, every voucher redemption. You will use it when a guest comes back asking for a copy of a receipt, when you need to refund a wrong charge, when your bookkeeper asks for the day’s takings broken out by payment method, or when you need to investigate a discrepancy spotted during the daily close. It is the audit trail your accountant will look at, so the page is read-only for staff users — only tenant admins can issue refunds or void rows.

How to find it

In the sidebar, under Kasse (POS), click Transaktionen. The page is only visible if your tenant has the POS module enabled.

What’s on the page

Filter panel

Across the top of the page:

• Date range — from and to fields. Leave one blank for an open-ended range. The default range is today.
• Payment method — narrow to Cash, Card (Worldline), Bank, Voucher, On-tab, or Stripe. Leave blank for all methods.
• Status — narrow to Completed, Pending, Failed, or Refunded. Leave blank for all.

Filters apply together. Changing any filter refreshes the summary chips and the table below.

Summary chips

A row of summary cards shows the totals for the current filter window, one card per payment method. Each chip displays:

• The method name.
• Total amount taken in CHF.
• Number of transactions.

Clicking a chip filters the table to that payment method, the same as picking it in the filter panel.

Transaction table

The main table lists one row per transaction:

• Transaction ID — short identifier, also printed on the receipt.
• Date and time — when the sale was completed.
• Items — number of line items in the sale.
• Payment method — coloured label.
• Amount (CHF) — total paid.
• Status badge — Completed, Pending, Failed, or Refunded.
• Tip — if the sale included a tip, shown in CHF; blank otherwise.
• Actions — View, Refund (only if the transaction is currently Completed), Delete (only available to tenant admins; some old transactions are locked for audit).

The table is paged 50 rows at a time.

Transaction detail

Clicking a row expands or opens a detail view showing:

• The full line-item breakdown (product, unit price, quantity, line total).
• Tax breakdown.
• Payment method, including reference number for Worldline or bank transfer.
• The cashier (which user took the payment).
• Tip, if any.
• Refund history, if the transaction has been refunded.

From the detail view you can also change the recorded payment method on a completed transaction. This is useful when the cashier picked the wrong method by mistake; CampOne writes the change with an audit entry.

Common workflows

Find a transaction by date

1. Pick the from and to dates in the filter panel.
2. Read the summary chips for the totals, or scroll the table for individual rows.

Find a transaction by receipt number

1. Note the transaction ID from the receipt.
2. Open the page with a wide date range.
3. Scan the table for the matching ID, or use your browser’s find-on-page (Ctrl+F / Cmd+F).

Refund a past transaction

1. Filter to the transaction.
2. Click Refund on the row, or open the detail and use the refund action.
3. Confirm the refund. The status changes to Refunded.
4. The refund flows back through the original payment method where the system supports it (for example, a Worldline refund pushes to the card terminal). For cash, you give the cash back manually and the row’s status update is the audit entry.

Re-print a receipt

1. Open the transaction detail.
2. Use the print action in the detail view. The receipt prints again with the same content as the original — useful when a guest has lost their copy.

Correct a payment method

1. Open the transaction detail.
2. Use the payment-method dropdown to pick the correct method.
3. CampOne saves the change with an audit note. Use this when the cashier hit Bar by mistake on a card sale, or vice versa.

Export a date range

If your tenant has POS export enabled, an export button on the filter panel hands you a file (typically CSV) containing every transaction in the current filter. Use it to send the day’s takings to your bookkeeper or pull figures into a spreadsheet. Some tenants get exports through the broader Berichte reports module instead — both routes produce the same underlying figures.

Tips and gotchas

• Refund only works on Completed transactions. Pending and Failed rows show no refund button — there is nothing yet to refund.
• Old rows may be locked. Tenants under stricter audit policy lose the Delete action on transactions older than the close window. Refund instead.
• Method change is audited. Switching a transaction from Cash to Card (or vice versa) leaves a trail; do not use it to clean up unrelated mistakes.
• Tip is in the detail, not the chip totals. The summary chips show payment totals only. Tips are visible in the row tip column and in transaction detail.
• Wide date ranges are slow. A two-year window with thousands of transactions takes a moment to load. Filter tighter when you can.
• Pending Worldline charges sit here too. If a card terminal disconnected mid-charge, the transaction stays Pending until you resolve it from the Kasse screen’s pending list.

Related pages

• Kasse — where the transactions originate.
• Daily close — reconciles these transactions against the cash drawer at end of day.
• Products — the catalogue behind the line items.
• Vouchers — voucher redemptions also appear in this transaction log.
• Berichte — broader Swiss reports including the cash book (Kassenbuch) view across longer periods.