The Payout List page lets you generate reports detailing payments made using cash from a register (paying a window cleaner, tipping a delivery person, etc.).
The data in this report includes data received from your POS system as well as data entered manually via the Daily Entry > Payouts page.
The following information is displayed in the report based on the constraints selected when producing it:
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Store: The name of the store that made the payment.
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Category: The category in which the payment is grouped.
Click here to learn how to create, edit and delete Payout Categories.
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Date: The date on which the payment was made.
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Cashier: The cashier that made the payment.
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Station: The register from which the payment was made.
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Paid To: The name of the person or organization that the payment was made to.
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Amt: The total payment made, including taxes (if any).
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Page Total: The total of all payouts displayed on the page.
If the report spans multiple pages (more than 100 payouts), the total displayed is only of the records displayed on that page and not of the entire report.
TO GENERATE A PAYOUTS REPORT:
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Open the Payout List page.
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Select the start of the period for which you want to generate the report from the From Date drop-down calendar.
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Select the end of the period for which you want to generate the report from the To Date drop-down calendar.
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Select the Total Amount constraint that you'd like to apply to the report from the drop-down list, if required, and enter the amount in the box next to it.
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Equal to: Only payouts with the total payment equal to the value entered will be included in the report.
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Less Than: Only payouts with the total payment less than the value entered will be included in the report.
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Greater Than: Only payouts with the total payment higher than the value entered will be included in the report.
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Enter the name of the person or organization that the payment was made to in Paid To to include only payouts made to them.
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Select the Store for which you want to generate the report from the list.
Press and hold down the Ctrl or ⌘ key on your keyboard to select multiple options from the list box.
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Select the Category for which you want to generate the report from the list.
Press and hold down the Ctrl or ⌘ key on your keyboard to select multiple categories.
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Click on the Produce Report button.
Associated Settings
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Payout Categories controls the categories that can be selected for payouts.
*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.