The Payment Distribution Report shows you all the payment types you've processed. You can see your total cash, check, and credit card transactions and other types of payments.
Navigate to→ → .
Click Date Range to select dates for the report.
The default setting is the current month.
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.
Click Customer to select individual customers with checkboxes, or use the default of All Customers.
Open Advanced Filters to select a business location (if the Multi-Location Reports access level is set to View) and include past employees in the report.
Click Run Report.
You can see the following after running the report.
The different types of payments that were accepted and processed
The total amount generated from each payment type
The total amount of refunds issued for each payment type
The total amount generated from each payment type (with refunds deducted)
The total percentage of each payment type
Each payment type is a hyperlink that opens a detailed report for that charge type and positions a highlight on the charge type column.
With the Multi-Location Reports access level set to View, the report will have an additional column for Business Name.
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.
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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