Sales Credit Card Receipts Report window

SalesCS > Sales > Reporting menu > Sales Credit Card Receipts Report window

The Credit Card Receipts Report determines the amount of revenue generated in credit card receipts for a specified range of registers, salespeople, and credit card types. A variety of sort options make this report a useful tool for balancing registers, evaluating salesperson performance, and evaluating credit card sales by salesperson, sales department, credit card type, and customer number.

Include

Use these check boxes to specify the types of transaction you want to include in the report.

Orders

These are transactions that were entered in the Sales Order Entry window.

These are transactions that were entered in the Sales POS Register window.

Job Cost

This option is available if you select Posted from the Transaction Type drop-down. Select this check box to include transactions entered in the Sales Order Entry window from Job Cost.

Include Layaway Payments

Select this check box to include layaway payments in the report. This option is only available if you have Layaway activated in the Sales module. The default for this check box (if visible) is checked.

Transaction Type

• Posted: include only posted transactions from the sales history file in your report. If you select this option, then the Order Batch start and end range will be unavailable.

• Unposted: include only current unposted transactions.

Subtotals

This option is only available if you select Detailed or Condensed in the Report Type drop-down list. If you want the report to be subtotaled, select the method by which you want to do so. The options are: None (default), Salesperson, Sales Department , and Customer Number.

Sort By

Select whether to sort by Transaction Number (default), Invoice Number, Customer Number, Credit Card Code, or Authorization.

Report Type

Select the level of detail to include in the report, Detailed, Condensed, or Summary:

• Detailed: the Detailed report will show the invoice number, date, customer, register, sales department, salesperson, credit card information, and amount for each transaction.

• Condensed: the Condensed report is similar to the Detailed report, except that it does not show the customer name (only the customer number), the credit card number, sales department, or the salesperson.

• Summary (default): the Summary report shows only totals for each credit card type, subtotaled as specified in the Subtotals drop-down list.

Start and End Ranges: Order Batch, Sales Register, Invoice/Receipt Date, Credit Card Code, and Salesperson

These boxes allow you to define the range of items to include on the report. You can include a single item by entering the same value in both boxes. These settings will include all items that meet the remaining criteria in the window. The defaults for Order Batch, Sales Register, Invoice/Receipt Number, and Salesperson are Start and End. The default for the Date Start is the first date of your fiscal calendar, and the default for the Date End is the current system date.

If you left the Orders check box unchecked or selected Posted as the Transaction Type, then the Order Batch range will be unavailable.

Date Range

From the drop-down, select a predefined period to run the report for.