Payment Matcher Report

To access the Payment Matcher in the SoftPoint dashboard:

1. Log In: Sign in to the SoftPoint dashboard.
2. Navigate to Reports: Under OPERATIONS on the left, select Reports.
3. Locate the Payment Matcher: Scroll down to the Tools section on the right and click View next to Payment Matcher.

Using the Payment Matcher

The Payment Matcher is helpful for matching stand-alone payments to tickets.

• Report Overview: The report is divided into three sections:
  1. Open Tickets: Displays the grand total amount and the amount still due for open tickets.
  2. Transactions: Shows transactions processed on the selected date.
  3. Match Confirmation: After selecting a ticket and transaction, this section displays all relevant information, including the tip amount, before final submission.

How to Match a Payment to a Ticket:

1. Search for the Ticket: Locate the ticket you want to match the payment to and select it.
2. Search for the Transaction: Locate the transaction you want to attach to the selected ticket and choose it.
3. Review Details: In the third section, check the information, including the tip amount.
4. Submit: Click Submit and confirm when prompted. You’ll receive a confirmation message indicating whether the action was successful or unsuccessful.