Why are both money-in and money-out visible?
For a paid sale, cancellation can preserve the original incoming payment and add a reversing outgoing entry. The assistant can explain why this history exists; it cannot verify the amounts in your account. An unpaid on-account sale has no incoming payment to reverse. Dates also matter: a report period may include only one side. Check the linked transaction and selected period rather than treating every pair as a duplicate charge.
Can I add bank details to a sales document?
You can ask how document profiles work. In supported detailed A4/Letter sales documents, the profile’s bank details and payment instructions can appear. Thermal sales receipts do not include those fields. Add the text in the document profile and check the export preview yourself. The assistant does not validate an IBAN, transfer money or promise arbitrary placement on the page.
What should stay outside the chat?
Messages and conversation context are shared with Cloudflare/OpenAI to generate assistance. Do not paste passwords, payment-card data or unnecessary customer information. Ask about the process instead. The assistant does not read business records and can make mistakes. Daily allowances depend on the current plan configuration and reset at 00:00 UTC; changing a plan does not reset requests already used that day.