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 search by payment method or filter and sort the results to refine your view.
Report Details
You can view the following information:
Payment Method | Name of the method used to collect the amount. |
Location | Branch name. |
Employee | Name of the employee who collected the amount using the payment method. ℹ️ If multiple employees used the same payment method, the name will appear as All Employees. |
Total Sales Transactions | The number of sale transactions completed via the selected payment method |
Total Sales Amount (Tax Inclusive) | The sum of completed sales without deducting returns via the selected payment method {Tax Inclusive} |
Total Return Transactions | The number of return transactions completed via the selected payment method |
Total Return Amount (Tax Inclusive) | The sum of completed returns {Tax Inclusive} via the selected payment method |
Total Transactions | The total number of sales completed via the selected payment method. |
Sales (Tax Inclusive) | The sum of completed sales {Tax Inclusive} while deducting the returns for the selected payment method |
ℹ️ The table includes multiple columns and data points. Use the horizontal scroll bar at the bottom of the table to view all columns.
Exporting the Report
To export the report, click Export, then select xlsx. An Excel file will be downloaded to your device, and you can view it once the download is complete.
FAQs
How can I identify the employee responsible for transactions marked as "All Employees"?
To identify the employee, click on Filter, search for the employee's name, click Apply, and the transactions handled by that employee will be displayed.
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 Post Pay for the remaining balance.
When using deferred payment (Post Pay), 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.
What is the difference between this report and the collected amounts on the dashboard regarding deferred payments (Post Pay)?
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.
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.