You can view a report of payments received from sales transactions for a specific period. This report includes the total payments received, number of transactions, comparison with the previous period, and details of payments received by payment method and outlet. Here are the steps.
Go to the Reports menu.
Click the “Payments received” submenu.
You will then be directed to the payments received report page. On this page, you can set the report period by selecting Today, This week, This month, or Custom range.
You can also download the report in CSV or XLSX format by clicking the “Download” icon.
At the top, you can view a summary of payments received, including the total payments received, number of transactions, total payments received in the previous period, and the percentage change in payments received compared with the previous period.
In the By payment method section, you can view details of payments received by the payment method used, including the payment amount, number of payment lines, and percentage for each payment method.
In the By outlet section, you can view details of payments received from each outlet, including the total payments received and number of transactions.
Lastly, in the Payment details section, you can view details of each payment received, including the outlet name, cashier name, payment method, payment amount, and payment time.
That concludes the explanation of how to view the payments received report in Mekari POS.