Tracking collected amounts regularly is essential for managing your business, as it helps with financial management, tax calculations, profit analysis, and more. Rewaa's Sales by Payment Methods Report allows you to see the amounts collected through various payment methods, identify the most used methods, and access additional insights.
Accessing the Report
Navigate to: Reports > Sales.
Scroll down and click on Sales by Payment Methods to view details.
You can filter by:
Time Period (Start Date, End Date)
Payment Method
Location (Branch)
Employee
Report Components
The report includes the following:
Graph Overview
Total Sales (Including Tax):
Calculated as: (Total paid amount including tax) - (Total returns including tax).
Payment Method Details
You can view:
Payment Method: Name of the payment method used for collecting amounts.
ℹ️ PostPay: Refers to deferred payments.
Employee: Employee responsible for collecting amounts via the payment method.
ℹ️ If multiple employees used the same payment method, it will display as All Employees.
Total Sales Transactions: Total number of transactions processed through the payment method.
Total Sales Amount (SAR): The total collected using the payment method.
Total Return Transactions: Total returns processed using the payment method.
Total Return Amount (SAR): Total refunded via the payment method.
Total Transactions: The total number of sales and returns for the payment method.
Total Amount (SAR): Net sales including tax for the payment method.
Exporting the Report
To export the report:
Click the three dots above the report data.
Select xlsx to download the report in Excel format.
The file will be saved to your device.
FAQs
1. Can I export the chart as an image?
Yes, click the three dots above the chart, then select png. The chart will be downloaded as an image.
2. How can I identify the employee responsible for transactions marked as "All Employees"?
Search for the employee's name in the Employee field.
Filter by a specific time period to view detailed payment method usage.
3. What happens if a customer pays partially? How will it reflect in the report?
Partial payments are split between the method used and the remaining balance:
Example: An invoice worth 90 SAR is partially paid as 50 SAR (cash).50 SAR will appear under the "Cash" payment method.
40 SAR will appear under PostPay for the remaining balance.
4. When using deferred payment (PostPay), is the amount recorded on the invoice date or payment date?
Deferred amounts are recorded on the invoice date and included in sales.
You can track customer payments in detail through the Customer Transactions Report.
5. What is the difference between this report and the collected amounts on the dashboard regarding deferred payments (PostPay)?
Sales by Payment Methods Report:
Reflects amounts based on the transaction date (e.g., invoice issuance). Deferred payments remain unchanged regardless of payment status.Dashboard Collected Amounts:
Updates with deferred payment settlements. Deferred amounts are deducted and added to collected amounts upon payment.
6. Can I restrict user access to this report?
Yes, follow these steps:
Yes. Go to Settings > Users > ⚙️> Edit User.
Under User Permissions, navigate to Reports > Report List > Enable Read.
Navigate to Sales Reports.
Go to the Sales by Payment Methods Report, then enable the appropriate permissions for the user.
Click Save Custom User to apply the changes.