Transaction history

The Storico transazioni (Transaction history) tab of the Clienti (Clients) page (see Clients) puts in a single list, for the location you are working in:

• the bookings (the appointments), with their outcome and, if they have been paid at the cash desk, the payment data;
• the over-the-counter sales of a client, that is, those recorded in Cassa (Cash desk) without an appointment (sales without a client do not appear here: they are seen in Cash book);
• the payments started from Riscuoti (Collect) and not yet completed: link sent on WhatsApp, SumUp reader, Satispay or KlimaCard terminal.

The tool is the table described in Data tables. The title is «Storico transazioni». The bar has Ricerca (Search), Esporta (Export) and Visibilità (Visibility); it has no Aggiungi (Add), Modifica (Edit) or Unisci (Merge). Rows can be selected to export only some of them, but nothing can be deleted from here.

Contents

1. How it loads
   1. What the search looks in
2. The columns
   1. «Non registrato»
   2. The outcomes of a booking
   3. The payment status
3. Pending payments
   1. Cancelling a pending payment
4. Refunds
5. Exporting the history
6. Common problems
7. Related entries

How it loads#

• Rows arrive in blocks as you scroll, starting from the most recent; there is no maximum number.
• The list updates by itself when other people or other devices change appointments, sales or clients.
• If a block does not arrive, the line «Non è stato possibile caricare lo storico.» (The history could not be loaded.) appears with the Riprova (Try again) button.
• It sorts only by Data (Date) (ascending or descending): it is the only column present in all types of row.
• There is no filter by period or by client other than the search.

What the search looks in#

The hint in the field is «Cerca per stato, cliente o note…» (Search by status, client or notes…).

The columns#

«Non registrato»#

Where the data does not exist for that type of row, the cell says «Non registrato» (Not recorded): the program does not invent information.

• For an over-the-counter sale, Prezzo previsto, Esito, Confermato, Metodo di prenotazione and Note are missing, because there is no booking.
• For a booking not paid at the Cassa, Costo pagato, Sconto/Promo, Pagamento and Metodo di pagamento are missing: it is not known whether, where and how the client paid.

The outcomes of a booking#

The payment status#

In the Pagamento column, for a sale that has a payment, the following appears:

Pending payments#

Every payment started from Riscuoti (see Taking payment) appears straight away in the Storico as an «in attesa di pagamento» (awaiting payment) row, with the method of the channel shown in the Metodo di pagamento column: Link di pagamento (WhatsApp) (Payment link (WhatsApp)), POS SumUp (lettore) (SumUp POS (reader)), Satispay or KlimaCard. The client may be missing, because at the terminal there is not always one.

The badge in the Esito column updates by itself:

When the client pays, the request becomes a sale and the pending row disappears: the sale's row appears in its place.

Cancelling a pending payment#

A row still showing «In attesa di pagamento» has the Annulla (Cancel) command next to the badge.

1. Click Annulla. The prompt «Annullare il pagamento in sospeso?» (Cancel the pending payment?) opens with the amount, the method and the client, and the warning «non potrà più essere completato. Se nel frattempo il cliente ha già pagato, l'annullamento non viene eseguito.» (it can no longer be completed. If the client has already paid in the meantime, the cancellation is not carried out.)
2. Confirm with Sì, annulla (Yes, cancel) (or No to leave everything as it is).
3. The green notification «Pagamento annullato: non potrà più essere completato.» (Payment cancelled: it can no longer be completed.) appears and the row changes to «Annullato».

What happens depends on the channel: the WhatsApp link or the KlimaCard session is made to expire (the KlimaCard terminal is freed); the SumUp reader is stopped; the Satispay payment is cancelled on the client's phone.

If the payment has already been paid or is already completed, the cancellation is refused, with the reason in a red notification («Il pagamento è già avvenuto o è in corso di registrazione: non si può annullare. Ricarica l'elenco.» (The payment has already taken place or is being recorded: it cannot be cancelled. Reload the list.) or «Il pagamento è già concluso (scaduto o non riuscito): non c'è nulla da annullare.» (The payment is already concluded (expired or unsuccessful): there is nothing to cancel.)). In any case the list reloads to show the true status.

Refunds#

When a card payment made online is refunded, the sale changes to Rimborsato (total refund) or Rimborso parziale, and the badge in the Pagamento column opens the detail. Narciso applies each time only the difference from the refund already recorded: a second refund or a repeated notification is not counted twice.

• The client's loyalty points and total spent are reduced in proportion to the amount refunded.
• With a total refund the products go back into stock, with the movement «Rimborso vendita» (Sale refund). A partial refund does not return anything to stock, because it does not say which items came back.
• If the electronic receipt had been transmitted, the return is reported to the Agenzia delle Entrate (Italian Revenue Agency) with the lines and quantities; the outcome of each attempt is recorded on the sale (see Cash book and Payments and POS).

Exporting the history#

Esporta produces a file in Excel, CSV, JSON or PDF with the visible columns, for the whole history or for the selected rows only; the search and the sorting in use apply (see Data tables). The file is called, for example, storico_transazioni_2026-10-08.xlsx. Composite columns are written out in full.

Common problems#

Related entries#

• Clients
• Data tables
• Taking payment
• Payments and POS
• Cash book