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Transaction Types are the line-item categories on a ticket — e.g. Sale, Discount, Tax, Void, Refund. They appear in reports and on receipts, helping you understand exactly what happened on every order.
Transaction Types list screen showing default Sale, Tax, Discount, Void, and Refund types

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Default Types

Most setups include these out of the box:
CodeNamePurpose
SALESaleStandard product sale line
TAXTaxTax amount applied to the ticket
DISCDiscountManual or promotional discount
VOIDVoidCancelled line item removed before payment
REFUNDRefundPost-payment refund issued to the customer

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Transaction Type Fields

FieldRequiredDescription
CodeYesA short unique identifier used in reports and exports, e.g. SALE, REFUND
NameYesThe display name shown on receipts and in the ticket detail view
ActiveNoInactive types are hidden from new ticket creation but remain in historical records
Only create custom transaction types if your business needs to track a specific category that is not covered by the defaults — for example, a surcharge, gratuity, or rounding adjustment. Most businesses operate fine with the five default types.

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Create a Custom Type

1

Go to Manage → Transaction Types

Click Transaction Types under Manage in the left sidebar.
2

Click New

Enter a Code and Name for the new type.
3

Save

Click Create. The type is immediately available on new tickets.
Transaction types are referenced in historical tickets. Renaming a type changes how it appears in all reports retroactively — both past and future transactions using that type will show the new name. If you need to track a renamed concept separately, create a new type rather than renaming the existing one.

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Frequently Asked Questions

A Void cancels a line item before payment is processed — it removes the item from the open ticket. A Refund is issued after payment has been completed — money is returned to the customer. Voids do not appear in payment processing; refunds do and may require reversing a card transaction.
The five default types (Sale, Tax, Discount, Void, Refund) are created automatically during setup. You can go live without creating any additional types.
Deletion is blocked if the type is referenced in any historical ticket. Deactivate the type instead — it will no longer appear in new ticket creation but will remain visible in historical records.
Each line item on a receipt shows the transaction type name next to the amount. For example, a discount line shows DISC — (-RM5.00) and a tax line shows SST (6%) — RM3.60. You can customise how these appear by editing the Print Template.

Payment Types

Set up how payments are accepted

Tax

Configure tax rates applied to tickets

Print Templates

Control how transaction lines appear on receipts

Reports

View transaction breakdowns in reports