{"id":636,"date":"2025-11-11T12:07:10","date_gmt":"2025-11-11T04:07:10","guid":{"rendered":"https:\/\/fogo365.com\/?p=636"},"modified":"2026-01-12T14:41:24","modified_gmt":"2026-01-12T06:41:24","slug":"how-to-view-and-track-sales-transactions-in-the-fogo-system","status":"publish","type":"post","link":"https:\/\/fogo365.com\/index.php\/2025\/11\/11\/how-to-view-and-track-sales-transactions-in-the-fogo-system\/","title":{"rendered":"How to View and Track Sales Transactions and Payments in the Fogo System"},"content":{"rendered":"\n<p class=\"has-text-align-center has-black-color has-text-color has-link-color wp-elements-d72c62269f5b1facef42614da90cf895\" style=\"font-size:15px\"><strong>The Fogo System provides a comprehensive Sales Record page where you can review all client transactions, payment details, and sales performance within a selected date range.<br><\/strong><\/p>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-3bd3372151b8e10ce2668f552bc08c62\" style=\"font-size:15px\">Step 1. From the left pane, go to <strong>Transactions > Sales Record.<br><\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"278\" height=\"714\" src=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-220.png\" alt=\"\" class=\"wp-image-1349\" srcset=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-220.png 278w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-220-117x300.png 117w\" sizes=\"auto, (max-width: 278px) 100vw, 278px\" \/><\/figure>\n\n\n\n<div style=\"height:29px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-918d7e6ee8d8c6a9fff5b2912943b198\" style=\"font-size:15px\">Step 2. Set your date range<strong> <\/strong>(e.g., <em>2025-01-01 to 2025-11-30<\/em>) to filter results. You can view both Summary Data and Detail Data.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"975\" height=\"464\" src=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-170.png\" alt=\"\" class=\"wp-image-637\" srcset=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-170.png 975w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-170-300x143.png 300w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-170-768x365.png 768w\" sizes=\"auto, (max-width: 975px) 100vw, 975px\" \/><\/figure>\n\n\n\n<div style=\"height:19px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-fbd97eed09e1ae25350a73ce59c36b8e\" style=\"font-size:15px\">Step 3. Use the <strong>Search<\/strong> or <strong>Filter<\/strong> function to locate specific records by client, branch, or category.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"975\" height=\"109\" src=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-171.png\" alt=\"\" class=\"wp-image-639\" srcset=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-171.png 975w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-171-300x34.png 300w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-171-768x86.png 768w\" sizes=\"auto, (max-width: 975px) 100vw, 975px\" \/><\/figure>\n\n\n\n<div style=\"height:29px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-03c5ee24caa8b1bf6ac2bb4ce145f74b\" style=\"font-size:15px\">Step 4. Click <strong>View<\/strong> under <em>Actions<\/em> to see full transaction details or <strong>Invoice <\/strong>and print the record.<\/p>\n\n\n\n<div style=\"height:23px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-4b83530fe4bc25ab846d41fdc23eb60b\" style=\"font-size:15px\">Step 5. Switch between <strong>Old Search<\/strong> and <strong>New Search<\/strong> options for different viewing layouts.<\/p>\n\n\n\n<div style=\"height:23px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-67e7278882c8e8a7192d30f636e18c84\" style=\"font-size:15px\">Step 6. Do the same in checking Payments by tapping on the Payment tab. <\/p>\n\n\n\n<div style=\"height:23px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-12a26bff152c40480abe65c4d70ff40c\" style=\"font-size:15px\">Regularly review your sales records to ensure accurate reporting and to reconcile all payments across different modes and branches.<\/p>\n\n\n\n<div style=\"height:23px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-f73c522fc90d7e4e389389c1584a79b0\" style=\"font-size:15px\">You can also watch the demo here\u00a0<a href=\"https:\/\/fogo365.com\/index.php\/2026\/01\/12\/demo-on-how-to-view-and-track-sales-transactions-and-payments-in-the-fogo-system\/\"><strong><span style=\"text-decoration: underline;\">Demo on How to View and Track Sales Transactions and Payments in the Fogo System<\/span><\/strong><\/a><br><\/p>\n\n\n\n<div style=\"height:23px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div style=\"height:34px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"has-text-align-center has-black-color has-text-color has-link-color has-small-font-size wp-elements-782109b26a1cb48d764e3307469b28ab\"><em>Need a demo or want to learn more? Email us at&nbsp;<strong><a href=\"mailto:contact@fogo365.com\">contact@fogo365.com<\/a><\/strong>.<\/em><\/p>\n<\/blockquote>\n","protected":false},"excerpt":{"rendered":"<p>The Fogo System provides a comprehensive Sales Record p [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[54,50,61,48,67,52],"tags":[],"class_list":["post-636","post","type-post","status-publish","format-standard","hentry","category-account-and-settings","category-client-management","category-clinic-and-staff-management","category-finances","category-payments","category-reports"],"_links":{"self":[{"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/posts\/636","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/comments?post=636"}],"version-history":[{"count":6,"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/posts\/636\/revisions"}],"predecessor-version":[{"id":1352,"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/posts\/636\/revisions\/1352"}],"wp:attachment":[{"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/media?parent=636"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/categories?post=636"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/tags?post=636"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}