Payments By User

Reports -> Associate / User -> Payments by User

This report is utilized to show the total payments collected, broken down by Sales Associate. It is typically used if a shop pays commissions based on actual payments toward sales.

It will list all the payments taken toward sales, broken down by Store, then by Sales Associate, then by Category of the sale, and finally it will list each sale, adjustment, or cancellation, with the payment that was applied to the sale, adjustment, or cancellation.

The report will only list payments created after August 1, 2019. This is the date when the report was deployed, and it will only list payments created after that date.

The report will apply any payment to the oldest sale transaction on the ticket. It will not apply the payment toward taxes. Payments are then applied to sales from oldest to newest.

Filters

Store...The report will only show payments for the selected store(s).

Category...Only payments applied to sales (and linked adjustments and cancellations) for this category are included.

User...Only sales and their associated payments for the selected user(s) will be included on the report.

Commission...Check this box to only include sales where the category is Commission-able. Every category has a checkbox 'Commission.' If this is checked for the category, then all the styles in that category are commission-able.

Payments create start/end date...The report will only show payments created during the date range selected.

Run Detail ... Displays the report with all details.

Run Summary...Displays the report with all the detail hidden. Only totals for the store are shown.

Export to Excel...Creates an Excel spreadsheet containing the actual detail from the report. No totals are included, just the actual detail for each payment, which can be totaled, grouped, or summarized using Excel.

Columns

Payment Date...The date the payment was taken.

Payment...The payment amount.

Sale...The sale amount that the payment was applied to.

Tax...The tax on the sale that the payment was applied it.

Store style...The store style on the ticket line item the payment was applied to.

Vendor style...The vendor style on the ticket line item the payment was applied to