The Payment Distribution Report shows you all the payment types you've processed. You can see your total cash, check, and credit card transactions as well as other types of payments.
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Navigate to → → .
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Click Date Range to select dates for the report.
The default setting is the current month.
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Click Employees to select the service providers to include in the report.
Use the default of All Employees or click Select All to include all employees.
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Click Customer to select individual customers with checkboxes, or use the default of All Customers.
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To include past employees in the report, click Advanced Filters and then check the box.
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Click Run Report.
You can see the following after running the report.
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The different types of payments that were accepted and processed
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The total amount generated from each payment type
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The total amount of refunds issued for each payment type
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The total amount generated from each payment type (with refunds deducted)
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The total percentage of each payment type
Click Export at the bottom of the screen to export the report to an Excel spreadsheet or PDF.
Click Print to get a paper copy of the report.
Comments
1 comment
The payment distribution report does not add up correctly if a refund is included. It adds the tax on the refund and doesn't subtract it on the report. The totals also do not add up on the bottom if a refund is involved. Also as a side note you can not refund the tip if you refund an on-line appointment that is paid in advance.
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