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Payment reports

Payment reports are used to track money flow around sales, installments, payment methods, and tips.

Available views​

  • detailed lists:
    • Payments list
    • Payment installments
    • Last tips
  • summarized Reports PRO views:
    • Payments by date
    • Payments by method
    • Tips by Employees list

How to choose the right view​

  • Payments list is the best choice when you need to inspect a concrete payment, expense, method, description, status, or register.
  • Payment installments is useful when you need to follow scheduled, overdue, or already paid installments.
  • Last tips shows the individual tip records by employee, amount, type, and date.
  • Payments by date is the summarized view for movement by period.
  • Payments by method is the most useful view when you compare income and expenses by payment method, including gross, returns, net, and expenses totals.
  • Tips by Employees list summarizes tip count and amount by employee and lets you drill down to the detailed tips list.

Important​

  • Payment method configuration is managed in Finance, not in this section.
  • Not every view has a generate button. When that action is available, the file is generated and later downloaded from Download generated reports.
  • If you need to change payment methods, expense categories, or cash registers, do that in Finance, not in reports.