PlanIt EPOS · Receipts, Refunds & History

Find an old receipt, quote or invoice

What does this do?

History keeps every sale, quote and invoice the till has ever raised, so you can find one months later, see whether it was paid, and reprint, email, refund or void it from the same screen.

How to use it

  1. From the ☰ menu choose History.
  2. Pick the tab you need: Till sales, Quotes or Invoices. Each is its own list.
  3. Type the customer's name or the document number into Search customer or number…. The tab counts follow the search, so an empty tab tells you where the matches are.
  4. Read the row: Number, Type, Date, Customer, Gross, Paid, Balance, Method and Staff (the operative who processed it).
  5. Press View on the row to open the document. From there you can Print, Email, Refund, Void, Change payment method or Add to diary.
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Related guides

Email a receipt, invoice, quote or statement

Every receipt, invoice, quote and statement can be emailed straight from the till with the PDF attached. No mail program is needed, and when the customer replies it comes back to your shop's email address.

Receipts, Refunds & History

Refund a sale or issue a credit note

A refund gives money back on a sale that has been paid, in full or in part, and records why. It creates a permanent credit note against the original receipt and puts returned goods back into stock if you tell it to.

Receipts, Refunds & History

Take the balance on a sale with money owing

When the customer pays the rest, record it against the original receipt so the balance clears and the takings land on today's till.

Payments & Deposits

See everything about one customer in one place

Opening a customer shows one page with their contact details, notes and follow-ups, trade account, money history, orders, bookings and every email you have sent them.

CRM & Customers

See which receipts still have money owing

Outstanding balances lists every till receipt where a deposit or part payment was taken and money is still owing, with the due date, so you can see what to collect before the fitting and record it in one press.

Customer Orders

Restore a deleted receipt

Deleting a receipt on the till is soft: it drops out of totals, reports and account balances but is kept in a Deleted receipts list, and you can restore it at any time. Every deletion is also logged.

Receipts, Refunds & History
Questions this guide answers
  • How do I find an old receipt?
  • Where is the sales history on the till?
  • How do I see what a customer has bought before?
  • Can I see which member of staff made a sale?

Last updated 2026-09-03 · Direct link for this feature