Epos Now Till App for
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Columns
Select which columns you want to appear on your report - we’ve got a few new ones for you to try out.
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New columns added - ‘Transfer status’
Payout ID filter
You asked - we provided. We’ve added a new filter for you to select the Payout ID - meaning you can better understand your Payments reports.
Bank account filter
Being overwhelmed with numbers is the last feeling we want you to experience when using our reports! That’s why we’ve updated how bank accounts appear in reports to make it easier for you to find the information you need.
Now, your registered bank accounts will appear in the bank account drop-down menu.
If you have a friendly name for your account, this will now display along with the last 3 digits of your bank account or IBAN.
If you don’t have a friendly name for your account, then only the last 3 digits of the bank account number will appear.
Plus, in the Bank account column, you’ll now see the last 3-4 digits of the account number or IBAN.
Filters
Previously, selecting dates for your Payments reports was pretty frustrating. So we’ve worked hard to give you a more intuitive experience.
When selecting dates you can:
Manually type the date
Or use the calendar function
We’ve also made this dynamic depending on your location! For those in the UK, Ireland, Australia, New Zealand, and Spain, the format will be dd-mm-yyyy.
New dates filters
New ‘Date/time range’ filter replaces the ‘Transaction date’
Gone are the confusing days of seeing ‘Transaction date’ on your payouts overview page. We’ve made it much easier to understand with the ‘Date/time range’ filter. Now, you can clearly understand which transactions are included in a specific payout transfer.
In some instances, your app may fail to open, and you will be shown a warning message pop-up. This is easy to fix!
Never fear - help is always nearby!
You may notice the help button (the ‘?’) is no longer on the page - but don’t panic! We’ve made finding it quicker - just click ‘Learn more’.
ℹ️ Similarly, we’ve added the helpful info icon (i) on the right side of each column title. This way, you can easily hover your mouse (or tap if on a tablet or phone) to be reminded of what the columns can be used for.
For instance, hover over the Payout ID (i) button, and you’ll see an example of the payout details and how it would appear on your bank statement.
How to find help
Improved navigation between transaction reports and payouts overview
Did you know there's a super convenient way to return to the payouts overview page? Simply click the back arrow located in front of the Payout ID.
On a desktop, you can also use the 'Back to payouts' button on the right side of the page.
This beats fumbling with your browser's back button and makes it so much easier to switch between reports!
New columns added
New tabs added - Chargebacks and Refunds!
A pretty exciting update is that we’ve added two new tabs to your transaction reports, just below the Payout ID.
Chargebacks tabs
This new table will show you the following:
Refund tabs
Check out the Refunds tab for a report with the following information:
⬆️ A pointing-up arrow means the data is in ascending order.
⬇️ A down arrow is descending.
When enabled, the arrow will remain next to the column. Simple!
Want to sort your data by different columns? Hover your cursor on a column and click on the sorting arrow that appears.
🔵 Initiated
This means the payout has left our bank account, but your bank has not confirmed the receipt of the transfer yet.
🟢 Confirmed
The payout has left our bank account and your bank has confirmed the receipt of the transfer - hurray! However, please note that it may take a little longer for your bank to credit the funds.
🔴 Reverted
This only appears when the payout has been reverted and credited back to the Epos Now processing account. Instead, this amount will be sent with the next payout, where it will be calculated as the reverted payout + current payout.
Rate column 💳
This column replaces the old ‘’Date Settled’ column. It clarifies the rate applied to the transaction (synced with the rate offered in your account) so you know what to expect.
Info icon ℹ️
When you’re in a report, it’s easy to forget what data is in a column - and why it’s useful! That’s why we’ve added reminder tool tips. Just hover over the info icon, and a tool tip will appear with a relevant description.
Location name column 📍
If you’ve got multiple business locations, our old reports could be a bit confusing to figure out which transaction occurred where! Now we’ve added a ‘Location name’ column to help you reconcile your Payouts and all transactions at each location you have logged in your Epos Now account.
Want to sort your data by different columns?
Hover your cursor on a column and click on the sorting arrow that appears.
⬆️ A pointing-up arrow means the data is in ascending order.
⬇️ A down arrow is descending.
When enabled, the arrow will remain next to the column. Simple!
Chargeback ID (The reference associated with the chargeback in Epos Now’s processing system)
Chargeback date (The date the chargeback is received)
Chargeback reason (An explanation for why the chargeback was made)
Original transaction ID (The reference associated with the original transaction)
Transaction date and time (Date and time the original transaction was made)
Transaction amount (The amount of the original transaction)
Chargeback fee (An additional fee that you are charged every time you receive a chargeback)
Chargeback amount (The payment amount that is returned to a debit or credit card, after a customer disputes the transaction)
- Refund ID (The unique ID of the refund transaction)
Refund date (The date the refund is made)
Original transaction ID (The unique ID of the original transaction)
Transaction date and time (Date and time the original transaction was made)
Transaction amount (Net amount of the original transaction)
- Refund fee (The fee dedicated from the original amount, after the refund is made)
Refund amount (The amount which was refunded from the original transaction)
Refund type (This column helps to quickly identify if the type of refund is a full refund, where 100% of the amount paid is returned, or a partial refund)
Remaining amount (This column is for any funds remaining to be refunded after a partial refund has been initiated. If a full refund has been initiated, the remaining amount is zero.)
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© 2023 Epos Now Ltd. All rights reserved
Empowering retail and hospitality businesses with seamless transactions, streamlined operations, and fuss-free customer experiences.
Transfer status column 🚦
In this new column, we’ve added helpful statuses to let you know exactly where your payouts are.
Here’s the breakdown:
We hope you found this update helpful!
If you have any questions about using Epos Now Payments or our updated reports, please reach out to us at XXX
We hope you found this update helpful!
If you have any questions about using Epos Now Payments or our updated reports, please reach out to us at 0800 294 5945
