To access the Daily Settlement Report in the SoftPoint dashboard:
- Log In: Sign in to the SoftPoint dashboard.
- Navigate to Reports: Under OPERATIONS on the left, select Reports.
- Locate the Daily Settlement Report: Scroll down to the Sales section on the right and click View next to the Daily Settlement Report.
Using the Daily Settlement Report
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Date Selection: At the top of the report, you can select the desired date.
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Report Details:
- Displays the batch date for the location and how it is batched.
- Shows a breakdown of the batch by categories: sales, refunds, voids, cashback (for EBT transactions), net, and tips.
- Provides the count and total amount for each category.
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Card Type Summary: Includes a breakdown of amounts by tender type, such as AMEX, MasterCard, VISA, Discover, EBT, Gift Card, and Credit Card (Other).
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Further it is broken down between Credit Card Present and Credit Card Not Present transactions.
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Export Options: You can export the report as an Excel, CSV, or PDF file.
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