Got a question?
Here's an answer!

Use our range of help guides to learn everything you need to hit the ground running!

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