Generating the Daily Transaction Payment Report

The Daily Transaction Payment Report lists the payments for your office by payment type for a selected date. Generate this report to see a breakdown of payments taken for the day. This report can be helpful in reconciling shortages and overages found during a daily closing.

1. Click Reporting and select Standard Reports.
2. Click Sales Reports.
3. Click Daily Transaction Payment.
4. Enter the date to print, or select a date from the calendar.
5. Select one or more Office(s) to include on the report.
6. Click Generate Report.

   The report opens in a new window.

   If the report does not open, check to make sure your browser is set to allow pop-up windows. For instructions, see Enabling Pop-ups
7. To export the report, perform one of the following steps:
   • Click Export to PDF to open the report as a PDF file.
   • Click Export to Excel to open the report as an Excel spreadsheet.