Payments Report Explained

The Payments Report contains all data relating to Sale payment transactions for a specified time period

This report can be accessed by choosing Reports > Payments

Please note: The Payments report is primarily used to reconcile payment terminals and bank / PayPal accounts. It reports Payment transactions at the exact time that they were taken and, for this reason, can differ from the Sales report (which reports Payments at the date / time of the Sale).

The Payments Report can be filtered by a pre-set or custom time period, as well as by employee:

The top of the report displays the total of all payments within the reporting period

The Graph section shows Payment totals within the reporting period, plotted on a graph

The figures listed are:

1. Total Payments: The total of all payments.
2. Total Payments (Credits): The total of payments made using Gift Cards, Customer Credit and Loyalty Points

The section below shows a breakdown of payment totals by type

The data can be exported to a CSV file by clicking the Export to CSV button at the top right 

Hovering over the pie graph reveals the statistics per payment type:

The Transactions section shows a list of all payment transactions within the reporting period

To print the Payments Report, click Print on the right-hand side of the screen

The Payments Report contains all data relating to Payment transactions for a specified time period.

Please note: The Payments report is primarily used to reconcile payment terminals and bank / PayPal accounts. It reports Payment transactions at the exact time that they were taken and, for this reason, can differ from the Sales report (which reports Payments at the date / time of the Sale).

This report can be accessed from the Menu by tapping Reporting > Payments

The Payments Report can be filtered by a specific time period, or date, as well as by Employee

To filter by time period, tap directly on today's date displayed at the top of the screen

You can use the < > arrows to jump to the days before or after today's date

OR

Tap the Calendar icon in the top-right corner for a different date

Then tap on the drop down arrow and select from either Daily, Weekly, Monthly, Quarterly or Yearly to view Payments data for that time period

To filter by Employee, tap Employee in the Filters section, which displays your Employee list

Tap on the relevant Employee name to view Payments data for that Employee

Leaving the Employee filter set to None displays payment data for ALL of your Employees

The data displayed in the Payments Report is explained below:

SUMMARY

Total Payments displays the total of all payments within the reporting period

Total Payments (Credits) displays the total of payments made using Gift Cards, Customer Credit and Loyalty Points within the reporting period

PAYMENTS

The Payments section lists all the Payment methods (e.g. Cash, Stripe, PayPal, Square, Gift Cards, Loyalty Points, Custom Payment methods, Customer Credit etc.) used in the reporting period, along with the number of transactions and the total revenue generated from these transactions

Tap a Payment method and then Sales to view a list of all Sales in which that Payment method was used in the reporting period

TRANSACTIONS

The Transactions section shows a list of all payment transactions within the reporting period