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.
Employee refers to the employee at the top of the sale, in the sale details. This may not be the same employee providing each service, or selling products. Please see Managing sales for more information.
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
