topic Report for Who Collected Payment in Back Office & Team

Report for Who Collected Payment

lringer — Mon, 24 Apr 2023 16:11:48 GMT

I could swear there used to be a report that told you who collected the payment for an order. We use a server called "Take Out Orders" so all the online orders go to that server & the actual servers are supposed to transfer the order into their names. Occasionally, someone forgets to transfer & it would be nice to be able to go back & see who actually took the payment (unless it's paid online), so we can either give them their tip or collect our cash.

Am I just blind & can't see it? I've looked at all of the reports & downloaded them trying to see who collected the payment.

Thanks so much!

Linda

Re: Report for Who Collected Payment

rcmck — Mon, 24 Apr 2023 18:23:57 GMT

You could use the payments report possibly, I don't know if I'm quite following your workflow but you can turn on source under more, change source to online, turn on source under show/hide columns and sort by source, in-store payments would be the orders placed online but paid in-store.

Re: Report for Who Collected Payment

josh212 — Thu, 27 Apr 2023 03:40:44 GMT

End of Day report is the best one

Re: Report for Who Collected Payment

josh212 — Tue, 02 May 2023 13:48:39 GMT

So an easier way to do this would be set the UI options like this so any cash that isnt specially rang into a drawer and it will tell you will be on their report