Standalone Payments Report

To access the Standalone Payments Report in the SoftPoint dashboard:

1. Navigate to Reports: Select Reports under the "OPERATIONS" tab in the top left corner.

2. Find the Payments Section: On the right, scroll down to the Payments and Discounts section and click View next to "Standalone Payments Report."

3. Advanced Search: This will take you directly to the Transactions report with the Standalone Payments filter already applied under Payment Type.

   • Select Date Range: Choose the date range at the top (today, yesterday, last 7 days, this month, last month, last 30 days, or a custom range).
   • Choose Location: Select one or multiple locations if needed.
   • Click Search: Hit the Search button on the right.

4. View Transactions: The report will display:

   • Type of transaction
   • Status
   • Transaction number (if the payment is approved)
   • Employee
   • Amount
   • Tip
   • Surcharge
   • Total payment
   • Payment method (including card type and last 4 digits of the credit card number)
   • Date and time

5. Export the Report: Click the Export button on the right to export the report as an Excel, PDF, or CSV file.