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
- Payments by collector
- 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.
- Payments by collector groups payments by "Collected by". Use it when you want to see who accepted payments and compare count, gross income, returns, net income, and expenses by collector.
- Tips by Employees list summarizes tip count and amount by employee and lets you drill down to the detailed tips list.
How "Collected by" works
"Collected by" is selected when recording a payment in a sale. In reports, you can filter by "All collectors" or by a specific person.
If a payment is saved without a collector, it remains in reports but is not grouped under a specific employee. This helps you also spot payments where the collector information is missing.
If a payment was recorded under the wrong employee, you can correct it from the payment's detail view, in the "Correction" section, together with the payment date. The correction does not void or otherwise change the sale itself.
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.
- "Collected by" is not the same as the register or the payment method. It shows who accepted the payment.