Overview
In Platter, users can open previously finalized receipts directly from the POS or Back Office. From the POS, receipts can be accessed either through the Floor Plan (Table Hold) or the Orders module. From the Back Office, all invoices can be searched and filtered using the Sales Reports section.
Prerequisites
User role must have permission to view order history, void items, and process refunds.
The receipt must be finalized (payment taken) unless the order is being edited.
Opening a Finalized Receipt from the POS
Method 1: From Floor Plan (Press & Hold Table)
You can use this when the user knows which table the customer was seated at.
On the POS home screen, tap Floor Plan.
Press and hold (2 seconds) on the table.
A list of receipts for that table appears, showing:
Current active invoice (unpaid)
Previous paid invoices
Date & time of payment
Amount paid
Invoice ID / Order ID
Select the invoice from the list.
The receipt details will open, and the user can:
Void items (if permissions allow)
Process refunds
Print the invoice
View order and payment details
Method 2: From POS > Orders Module
Use this method when the user does not know the table or wants to see all order types.
On the POS home screen, tap Orders.
This module displays all invoices, including
Dine-In
Takeout
Paid and Unpaid invoices
Tap the Filter button to narrow down results
Order Type: Dine-In, Takeout, Delivery
Status: Open, Closed, All
Once the list is filtered, scroll to find the desired invoice.
Tap the invoice > invoice details appear on the right side.
Click the Order button to view the full receipt.
From here, the user can:
Refund
Void
Print Invoice
Review all order details
Opening a Finalized Receipt From the Back Office
Use this for checking summary details of invoices (not full receipts).
In Platter Back Office, go to:
Reports > Sales ReportsThis page shows summary information for every invoice, including:
Total amount paid
Table number
Server name (who took the order)
Order type (Dine-in, Takeout, Delivery)
Payment type
Bill details summary
Use filters to narrow results:
Date range
Order type
Payment status
Use the Search bar to look up by:
Order ID
Invoice ID
Customer name
Select any row to view high-level details, but note:
The Back Office cannot open or display the full receipt.
An item-by-item breakdown is not visible here.
Refunds and voids cannot be performed from the Back Office.
Users may export the report for accounting or reconciliation purposes
Troubleshooting
Invoice not visible on Floor Plan
The table may have been cleared or used for another order.
Try finding the invoice in the Orders module instead.
Unable to void or refund
User role may not have the correct permissions.
The invoice may be too old, depending on the refund policy settings.
Invoice not showing in the Orders module.
Check the filters (Dine-In/Takeout/Delivery, Open/Closed).
Cannot find the invoice in the Back Office
Expand the date range.
Use the Order ID or Invoice ID in the search bar.