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Collections

Collections refer to the total amount received by a business through various monetary methods, including cash, card, check, custom financial, and custom non-financial transactions based on the payment date. Payments made using gift cards or similar liabilities are not included in collections. To view amounts with or without tax, select either Excl. tax or Incl. tax as needed.

To reconcile and drill in further, follow these steps:

  1. Click View reports.

  2. The Sales-Cash report appears.

  3. Select the Payment Date and Centers.

  4. From the Payment Type list, select Cash, Card, Check, Custom-Financial, and Custom Non-Financial.

  5. Select all Sale Type options.

  6. Click Refresh.

  7. Review Amount Paid and Tax Collected values.

Note

If you can't find the column you need, you can customize the report view to include it.