1. Ideas
  2. Transactions/Financials
  3. Ideas
+3
Customer Success

Add Events vs Reservations to the Payment Summary Report

Daryle Gibbens 1 year ago in Transactions/Financials • updated by Kim Lehman (Product Manager) 1 year ago • 1

Add the ability to see Event Totals on the Payment Summary Transaction report so we can reconcile dollars at month-end Reservations vs Events dollars collected.  The Sales transactions report does not report on when the money was actually collected. 

Customer Success
Kim Lehman (Product Manager) 1 year ago

Hi there! The Sales Summary can be filtered by payment date.

  1. Change the Fee Status to PAID 
  2. This will reveal search options for payment date from/to
  3. If you are only searching by payment dates, make sure the date filters towards the top of the report are empty

Please reach out to Customer Success if you have any additional questions! 

Image 218

Customer support service by UserEcho