In-branch payment report

Overview

This article guides you through the process of creating an In-branch payment Report.
The article is divided into the following nineteen topics:

Prerequisites
   Role
   Scope
Use case
Navigation
   Organisation level
   Branch level
Generate an in-branch payment report
   Viewing a report
     

Prerequisites

Role

Your Role must have the View report Permission.
Preset Roles that have this Permission are:

• Admin
• Master Franchiser
• Franchisee
• Branch Manager
• Receptionist

 

Scope

You must have an Admin, Master Franchiser, Franchisee, Branch Manager or Receptionist Role in the Branch(es) you wish to run the Report for.

 

For more information on Roles, click here.
For more information on Permissions, click here.

 

Use case

The In-branch payment Report enables you to view how much money has been collected in-house for Membership over a specified date range. This Report will eventually include all payments when point of sale (POS) development is completed.

 

Navigation

In-branch payment Reports can be run at both Organisation level and Branch level.

• At Organisation level, multiple Branches can be included in the Report.

• At Branch level, only one Branch is included in the Report.

 

Organisation level

To run an In-branch payment Report at Organisation level:
Navigate to Organisation level (light coloured menu)
Click on Reports

 

Branch level

To run an In-branch payment Report at Branch level:
Navigate to Branch level (dark coloured menu)
Select a Branch (optional)

Click on Reports

 

Generate an In-branch payment report

		Click Run (top right-hand side of the In-branch payment report panel)
		Enter the From date The From and To dates determine the scope of your report   Either enter the date manually or use the calendar icon to select a date via the calendar: Use the left and right arrows to scroll backward or forward a month Click the desired date, or click Today to select today's date To select another year, click the down arrow next to the month/year
		Enter the To date The From and To dates determine the scope of your report   Either enter the date manually or use the calendar icon to select a date via the calendar: Use the left and right arrows to scroll backward or forward a month Click the desired date, or click Today to select today's date To select another year, click the down arrow next to the month/year
		Select the Country you wish to report on (organisation level only)
		Select the Branch(es) or Branch group(s) you wish to report on (organisation level only)
		Click Generate

Viewing a report

Once generated, the In-branch payment Report displays the following data on-screen:

Sale Type - The type of sale performed.
Payment Date - The time and date of payment.
Full name - The full name of the member.
Branch - The home branch the member belongs to.
Staff Full Name - The full name of the staff member.
Reference Number - The receipt number of the same.
Description - The name of the membership(s)/item(s) the member purchased.
Amount (incl GST) - The amount paid, including the GST component.
GST - The GST component of the amount paid.
Payment type - The type of payment e.g. Cash, Eftpos, Credit card.