How to See the Types of Transactions You're Receiving
You can run reports to see the total cash, check, and credit card transactions your business has received during a specific date range. You also can see refund totals as well as totals for packages and gift certificates that have been redeemed.
1. Click Reports. Click Payment Distribution.
2. Click on the box under Date Range to select the dates for the report.
3. Click on the drop-down menu under Service Providers to select the service providers to include in the report. Click Select All to include all employees.
4. Click on the drop-down menu under Customer to select the customer. Click Select All to include all clients in the report.
5. Click Advanced Filters. Click on the checkbox next to Include Past Employee to include past employees in the report.
6. Click Run Report.
7. You'll be able to view the following:
- A breakdown of the different types of payments that were accepted and processed at your business.
- The total dollar amount generated from each charge type.
- The total amount of refunds issued for each charge type.
- The total dollar amount generated from each charge type. Refunds are included in this amount.
- The total percentage of each charge type.
8. Click Export at the bottom of the screen to export the report to an excel sheet or PDF. Click Print to get a physical copy of the report.