Reports: Payments
Filter all your Revenue based on Payment Types filtered by:
dates, venues, order types, staff, devices, ...
In this article:
VIDEO DEMO
UNDERSTAND YOUR PAYMENT SUMMARY
Access your payments in your Back Office => Payments :
Group By
You can ' GROUP ' your Payment Types by:
DAY:
( Select a date range to display all your payment types by days
for example: This Month )
WEEK:
( Select a date range to display all your payment types by weeks
for example: This Month )
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:
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 )
Download Data as: CSV Files
To download the data displayed into an excel csv file: click on the ' Download Icon ' :
RELATED ARTICLES