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Payment Summary - Sales Transaction Allocation

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The Payment Summary - Sales Transaction Allocation report can be found under the Order and Payments category. This report has additional criteria options. Click here for more information about the Sort & Subtotal tab. Click here for more information about the Formatting tab. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

You use the Payment Summary - Sales Transaction Allocation to allocate how much was paid by credit card, cash, checks, etc. based on transactions. This is best done on a dialy basis AFTER the End Of Day Wizard.

Departments Who Benefit From This Report

Accounting Use this report to see a total of all payments for a specific day.

Criteria Hints

It is recommended that this report be run with a specific date rangeas the criteria.

Parameter Field Condition Value
G/L Header Date - Posted between (Date) and (Date)