Reports Dashboard - Payments

🎯 Objective

🤔 Assumptions

• Data accuracy: You assume that the payment data captured by your point-of-sale (POS) system is accurate and reflects all transactions that have taken place in your restaurant.
• Payment method coverage: You assume that all relevant payment methods, such as credit cards, debit cards, and cash payments, are being captured and included in the report.
• Relevance of report to business needs: You assume that the report provides the information and insights you need to manage your restaurant’s finances, such as tracking sales and revenue, monitoring tip distribution, and ensuring compliance with tax laws.

🌟 Milestones

Create a visual road-map and help your team stay on track.

🗒️ Requirements

⚡ API Integration

🎨 User interaction and design

To access Payments report, go to Payments on the side menu bar

💡 Use the date filter to quickly switch between different time frames and compare data trends, helping to identify areas for improvement and opportunities for growth. {.is-info}

View transactions with payment details

💡 Using search to easily find and list out transactions made with a specific credit card. {.is-info}

With real-time data, you can keep track of your transactions, expenses, and payments with ease.

Each transaction in this report includes detailed information to give you a comprehensive understanding of your financial performance.

For each transaction, you can view the following information:

• Kind of service: Whether the transaction was for take-out (quick service), dine-in (full service), table number (for dine-in), etc.
• Order number: A unique number for the transaction, allowing you to easily track and manage your orders.
• Start date - end date: Start date is the time that the order was made, end date is the time that the order was paid and completed. Giving you a clear picture of your daily and monthly sales patterns.
• Total amount: The total amount charged for the transaction, including the cost of the items ordered, tips and any applicable taxes.
• Record of all the payments: Supports the ability for a single order to be paid multiple times with different credit cards, different method. Including the payment method type (credit card, cash or others), the credit card number used, the amount paid.

View sale receipt of an order

To view sale receipt of an order:

1. Click the 3 dots button on the right side of the order you want to view sale receipt. It provides access to additional options.
2. Select Show Receipt option.
3. Review the sale receipt. A pop-up window or separate page should display the sale receipt, showing you a detailed list of items, tips, fees, taxes, and payment methods associated with the order.

• Button Email: send the sale receipt to customer’s email inbox.
• Button Excel: save the sale receipt as .xlsx file.
• Button PDF: sale the sale receipt as .pdf file. It’s now has a little slow to process this feature.
• Button Print: call browser print preview, you need to select the right receipt printer destination and printer driver must be installed.

Send sale receipt via email

• Send: customer will receive plain html sale receipt.
• Send as Excel: customer will receive .xlsx file as a attachment.
• Send as PDF: customer will receive .pdf file as a attachment.

💡 You can enter more than one email address {.is-info}

❓️ Open Questions

⚠️ Out of Scope

List the features discussed which are out of scope or might be revisited in a later release.