Help CenterReceipts reporting gives you a flexible way to review payment activity, from overall totals to detailed transactions by employee, payment type, category, or inventory item. Select the receipt date range, level of detail, and grouping options that fit your needs to make daily close-out reviews more focused and transactions easier to locate. With PDF and Excel output options, you can share or print your results or review the data further in a spreadsheet.
Reports are printed for each location.
Click on Reports, Revenue, Receipts report.
Printing options
Format
PDF or Excel – Choose the format needed for the report.
Date – Choose the date range for the report. This is the date on the receipt.
Report options
Daily Close out (Cash & Card Summary) – This report lists all the transitions made during the date range for cash, check and credit card type.
Daily Close Out (Cash and Card Summary – By Employee) – This report shows a list of employees and which receipts are assigned to them.
Deposit Received – This report shows which deposits were received during the date range. Deposits are made through the appointment screen, Deposit button or through Online Reservation Deposits.
Refunds – This report shows which refunds were recorded during the date range.
Receipts Report by Payment Type – This report gives a list of transactions by payment type.
Receipts by Category – This report gives a list of transactions by category i.e. Boarding, Daycare, Feeding, Medication, Groom, Retail, and so on.
Receipt by Inventory item – This report gives a list of transactions by inventory item.
Report type
Detailed – This option will show detailed information for each transaction including invoice number and client name.
Summary – This option only gives a total with no other detail.
Group by options allows you to sort the data by a particular group.
Sort by options allows you to sort the data by a 2nd group.
Example of a summary receipts report by payment type.
Example of a Detailed receipts report by Payment Type.
Example of Refunds done during the date range.
Example of Receipts report by category
Key Points
· Review activity by employee: Use an employee-focused report to support daily close-out reviews.
· Focus on the dates you need: Select a receipt date range to review a specific day or reporting period.
· Review multiple payment types: Include cash, check, and credit card activity in your review.
· Choose a useful output format: Select PDF for a report to share or print, or Excel for further review.