Reports: Payments
Filter all your Revenue based on Payment Types filtered by: dates, venues, order types, staff, devices and other.
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UNDERSTAND YOUR PAYMENT SUMMARY
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Access your payments in your Back Office => Payments :
Access your payments in your Back Office => Payments :
Group By
You can 'Group' your Payment Types by:
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DAY:
DAY:
(Select a date range to display all your payment types by days
for example: This Month)
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WEEK:
WEEK:
(Select a date range to display all your payment types by weeks
for example: This Month)
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PAYMENT METHOD:
PAYMENT METHOD:
(Select a date range to display all your payment types by weeks
for example: This Week )
You can then choose to display the data by dates, times or trading periods:
Advanced Filters
Click on the ' Filter Icon ' to display your advanced filters:
Add Filters to better understand your sales by:
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Venues: if you have several venues, select the one you want.
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Stores: If you have several stores, select the one you want.
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Sales Channels: In Store, Online ( if you have an Online Store ), Uber Eats, Doordash, ...
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Payment Types: Cash, Card, Gift Card, Vouchers, ... or any other payment type you've created.
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Order Types: Takeaway, Dine In, Catering, Pick Up, Delivery, ... or any other order type you've created.
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Staff: If your team uses their user profiles properly in the POS: you can see their sales from here.
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Devices: If you have more than 1 devices ( POS, iPad, mPOS, ... ) you can select which device is doing best.
Venues: if you have several venues, select the one you want.
Stores: If you have several stores, select the one you want.
Sales Channels: In Store, Online ( if you have an Online Store ), Uber Eats, Doordash, ...
Payment Types: Cash, Card, Gift Card, Vouchers, ... or any other payment type you've created.
Order Types: Takeaway, Dine In, Catering, Pick Up, Delivery, ... or any other order type you've created.
Staff: If your team uses their user profiles properly in the POS: you can see their sales from here.
Devices: If you have more than 1 devices ( POS, iPad, mPOS, ... ) you can select which device is doing best.
Make sure to ' Update Table ' to see your changes reflecting:
Click on a filter to add it => click again to remove it, or click ' Reset Filters '
Hide Data Columns
If you don't need all the data displayed in the column: click on the ' Column Icon '
=> click on the ' Eye Icon ' to hide that particular column:
(click again to make it reappear)
To download the data displayed into an excel csv file: click on the 'Download Icon'
