Why run the Sales report?
To reconcile your payment posting at the end of the day
To see the breakdown of Payments in any time period by Cash, Check, Credit Card and ACH
To find a specific Payment by Student, Guardian, check number or Amount
To get a total dollar amount paid for a specific Income Category, broken down by Payment Method
To find your Tax total for a specific time frame
To find all students/families that paid for a specific Income Category
To view the sales report go to the “Billing” tab click on the “Sales Report tab”. Enter the date range you want to review. The start/end dates filter based on the payment date. For today make your “Start Date” today and your end date tomorrow. Your Report will display. You can Export to PDF or Excel to see all detail. To view all detail on the Page – click to open your Payment Methods
Payment Types defined:
|Payment Category||Where and How Payment was Performed|
|Cash||Cash payment applied from Family billing or student billing|
|Check||Check Payment applied from family billing or student billing|
|One-Time Pay||One-time Credit Card payment made through family or student billing|
|Schedule ACH Pay||ACH Payment processed through Auto-Pay|
|Schedule Pay||Credit Card payment processed through Auto-Pay|
|Pay by Family||Credit card payment made from Family billing or parent portal (using card on file)|
|Pay by Family ACH||ACH payment made from Family billing or parent portal (using account on file)|
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