You can download two POS reports from the wamo business app, and set up a daily POS statement by email. Both live in the POS tab.
What reports can I download?
Report | What it covers | Formats |
Get report | POS transaction reports — the card payments taken on your terminals over the period you choose | PDF or CSV |
Pre-auth report | Pre-authorisation reports — amounts held on a customer's card before the final charge is taken | PDF or CSV |
Both reports are downloaded from the same screen, with the same options: PDF or CSV, one store or all stores, and the date and time range you choose.
How do I download a POS report?
1. Open the wamo business app and tap POS in the bottom menu.
2. Tap Reports.
3. Select Get report for transactions, or Pre-auth report for pre-authorisations.
4. At the top of the screen, choose pdf or csv.
5. Under Store, leave All stores selected, or tap Change to report on one store.
6. Under Date range, tap a shortcut — Today, Yesterday, Week or Month — or tap Custom and pick your own dates in the calendar.
7. If you only need part of a day, set the Time window. It runs 00:00 to 23:59 by default.
8. Tap Get report to generate and download the file.
If you run more than one store, the All stores selector at the top of the POS tab also lets you check figures per store before you generate a report, alongside the 1D, 1W, 1M and 6M filters.
POS reports are not limited to the 6-month maximum that applies to account statements, a single POS report can cover a longer period. Every file states the exact window you chose at the top, along with your registered business name and address and the date it was generated.
Can I get POS statements by email automatically?
Yes. Automated statements send a daily POS statement to the people you choose, so nobody has to generate one by hand.
1. Open the POS tab and tap Settings.
2. Tap Get automated statements.
3. Turn Automated statements on.
4. Choose the file format: PDF or CSV.
5. Set the cut-off time. Statements run daily at 02:00 by default, covering the window 02:00 to 01:59 UTC — tap the time to change it.
6. Under Email will be sent to, choose who receives the statement. Any team member on your account can be a recipient, not only directors.
If you need a summary of your wamo account rather than your terminals, your account statement, account confirmation and online payments summary are separate: download them from Statements. See [Link: Statements and payment confirmations]