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Review a Sale

Learn how to review a Sale in Topo, including sale/refund status.

When to use this

Use this article when you need to review a Sale in Topo. The main staff surface is sale detail. It is written for Managers, Accountants.

Use a staff role that can view sales. Refunds, disputes, and account-credit actions may require manager-level permissions.
Confirm the selected location if the sale is not visible.
Review sale status before taking action. Pending, failed, disputed, and refunded sales have different options.
Have the member, receipt, payment method, or sale number available when searching.
Do not retry payment or submit dispute evidence until you understand the current sale lifecycle state.

Open Sales and search or filter the list.
Open the sale detail.
Review status, lifecycle, member or guest context, staff user, location, line items, taxes, discounts, tips, credit, and payment method.
Use the lifecycle panel to understand pending, failed, disputed, refunded, or completed states.
Use refund or dispute actions only after confirming the sale state.

The sale record keeps the member or guest context, staff user, selected location, line items, discounts, taxes, tips, credit, and payment status.
Receipts, refunds, disputes, inventory changes, and access grants depend on the sale status.
Review the sale detail if payment is pending, failed, refunded, disputed, or if access did not apply as expected.

Checkout is disabled: confirm selected location, non-empty cart, member or guest checkout, payment readiness, and required payment method.
An item is missing: check active status, location availability, variant sellability, bundle contents, and inventory tracking.
A payment or Terminal sale is pending: review the sale record before retrying so you do not double-charge the customer.