Payments Report

Payments Report

To make your data easier to understand, Hike breaks down all the activity to these key reports.

All reports share the same fields below.

Find outlet...

As per all reports, choose the outlet you wish to see from the Find... drop down menu.

Date range

Click on the date range box to choose to see data from Today, Yesterday, Last 7 days, Last 30 days, This month, Last month or a Custom range.

Click the APPLY button to data from that date period.

Export

Click the EXPORT button to export the current report you are viewing for the date range selected.

Choose between PDF or Excel (.XLSX) format.

We will now go through the sections available on screen exclusively for Payments Reports.

Types report

Types report lists the payment types used to complete transactions. Use the search box to only display details of a particular payment type within the date range selected.

types-list750.png

  • Payment Type column

    Lists funds received by payment type, ie cash, card, credit balance(clients issued store credit as refund)
  • Total collected column

    All sales received in this payment type, ie cash, card, etc
  • Refunds column

    All sales refunded in this payment type, ie cash, card, etc
  • Net column

    Total collected less refunds provides net sales in this payment type, ie cash, card, etc

Payment transactions report

Payment transactions report lists the type of payment types used to complete transactions ie will display if full transaction was partially paid by cash and partially paid by card. Will display the data across 2 or more lines on the table. The first line lists the full sale price. The following lines break down any full or partial payments to pay the full sale price. Use the search box to filter details by transaction number and date within the date range selected.

payment-transction-list750.png

  • Receipt transaction ID

    Invoice number
  • Total amount column

    The full sale price of the invoice
  • Total tax column

    The full tax charged on the invoice
  • Date & Time column

    Date & time of any full or partial payment made towards the invoice
  • Employee column

    User that processed the full or partial payment made towards the invoice on the particular date & time
  • Payment method column

    Payment type used to pay, ie cash, card, credit balance(clients issued store credit as refund)
  • Payment amount column

    Monetary amount received for the full or partial payment made towards the invoice on the particular date & time

Tax collected report

Tax collected report lists the amount collected under the different tax types. Some countries and industries only have one tax, others may have different types of tax applicable in different circumstances. Use the search box to filter details by tax type within the date range selected.

tax-collected-list750.png

  • Receipt transaction ID

    Invoice number
  • Total amount column

    The full sale price of the invoice
  • Total tax column

    The full tax charged on the invoice
  • Date & Time column

    Date & time of any full or partial payment made towards the invoice
  • Employee column

    User that processed the full or partial payment made towards the invoice on the particular date & time
  • Payment method column

    Payment type used to pay, ie cash, card, credit balance(clients issued store credit as refund)
  • Payment amount column

    Monetary amount received for the full or partial payment made towards the invoice on the particular date & time

Deleted payments report

Deleted payments report lists any payments deleted. Use the search box to filter details by transaction number or payment type within the date range selected.

deleted-payments750.png

  • Sale # column

    Invoice number
  • Payments column

    All payments received, including taxes
  • Payment type column

    Lists funds received by payment type, ie cash, card, credit balance(clients issued store credit as refund)
  • Payment date & time column

    Date & time of any full or partial payment made towards the invoice
  • Payment deleted by column

    The User signed in, who deleted the payment
  • Deleted date & time column

    Date & time any full or partial payment made was deleted
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