Reports: Payments Report Explained

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

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