Transactions — viewing payment history and issuing refunds

The Transactions page is the complete record of every payment processed through your Trimsy account — card payments via Stripe and Square, cash sales, gift card redemptions, and pack purchases.

Filtering transactions

Use the filter bar at the top to narrow results:

• Date range — preset ranges (today, this week, this month) or a custom date picker
• Payment method — card, cash, gift card, pack, complimentary
• Staff — transactions where a specific staff member performed the service
• Customer — all transactions for one customer
• Search — by customer name, transaction reference, or amount

Transaction detail

Click any row to expand the transaction detail, which shows:

• Items purchased (services and products)
• Discount applied, if any
• Payment method and amount
• Staff who completed the service
• Receipt status (sent, not sent)
• Timestamp

Issuing a refund

Open a transaction and click Refund. You can choose:

• Full refund — returns the entire amount to the original payment method
• Partial refund — enter a specific amount to refund

For card payments, refunds are processed via Stripe or Square and typically appear on the customer's statement within 5–10 business days. Cash refunds are recorded as a manual note only — you handle the physical cash yourself.

Exporting

Click the Export CSV button to download a spreadsheet of the currently filtered transactions. This is useful for accountants and end-of-month reconciliation.