Payments report
The Payments Report displays all data relating to sale payment transactions for a specified time period.
To open the Payments Report click:
- Reports, then
- Payments
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).
Click on the tabs below to find out more about the various parts of the Payments Report:
Select Edit filters to filter which payments are included in the report:
- Dates: Select from Daily, Weekly, Monthly, Quarterly, Yearly or Custom
- Employee: None shows payments data for all employees. Select an employee to only see their payments data
- Date to filter on: Filter either based on the sale date or the date the payment was made.
These sections break down your payment data by:
- Summary:
- Total Payments: The total of all payments
- Total Payments (Credits): The total of payments made using Gift Cards, Customer Credit and Loyalty Points
- Payments: A breakdown of payment totals by type
- Transactions: A list of all payment transactions within the reporting period
