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Knowledge Base |
Reports - Pay Type Breakdown
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This article will guide you though generating your Payment Type Breakdown report. This report breaks out payments by payment method - the totals can include sales taxes.
Requirements - A Master Admin login or a staff login with the following permissions:
1. Generate Report
Navigate to Reports > Sales > Pay Type Breakdown. Select the date range you want to analyze. Click on Run Report.
2. Analyze Data
Payment Type will show the percentage and amount for Credit Cards Through ClubReady, eCheck / ACH, Gift Card Redemptions, External Terminal, Written Check, and Cash.
Payments From Client Credit is shown below the totals, as this is not an actual payment in this date range.
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
Related Articles:
Taking Payment on Current or Future Invoices
Taking Payment on a Past Due Client
Taking Payment Using Client Credit Balance
Requirements - A Master Admin login or a staff login with the following permissions:
- Reporting: Can access reports
- Reporting: Can access sales: payments type breakdown
Generating The Payment Type Report
1. Generate Report
Navigate to Reports > Sales > Pay Type Breakdown. Select the date range you want to analyze. Click on Run Report.
2. Analyze Data
Payment Type will show the percentage and amount for Credit Cards Through ClubReady, eCheck / ACH, Gift Card Redemptions, External Terminal, Written Check, and Cash.
Payments From Client Credit is shown below the totals, as this is not an actual payment in this date range.
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
Related Articles:
Taking Payment on Current or Future Invoices
Taking Payment on a Past Due Client
Taking Payment Using Client Credit Balance
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