The Accepted Payments Report allows you to see all accepted payments within a specified period of time. Additionally, this report allows you to filter by Payment Type (Cash, Credit, etc.), and which Users accepted payments within the selected date range.
The Accepted Payment report will load to initially show payments accepted for the present date. Use the applied filter template menu to select pre-define date ranges or click the filter button to select a specific payment date range. Refunded payments will display on the report as negative amounts.
The Accepted Payment Report also provides a short summary of the accepted payments, including the total payments broken down by payment types (ie. cash, check, credit card), and the total tip amounts related to the payments for the filtered date range.
The Payments Report can be used for multiple purposes including, but not limited to:
See how many dollars have been collected/received over a period of time.
Compare payments accepted across sales staff (compare to and set individual goals).
Compare and find trends between payment methods (cash, credit, account).
Determine total payments received for specified periods (compare, analyze, and set company goals).