The Invoices report lists all invoiced sales transacted (through the POS view, from the PAYD Pro Plus Mobile App, or through PAYD Administration) or expired/due to expire during the specified time period and, optionally, for the specified customer, for a specified balance due, for a specified Product ID and for a specified shipping method. Results are sorted in descending order by date and time of creation. See below to run the report and view report results. You can also export the report and print it.
On the PAYD Administration main screen, click Reports.
On the Reports menu, click Financial, then click Invoices.
The Invoices report screen appears.
Use the Creation Date drop-down menu to select the time period pertaining to the invoice: its Creation Date, Delivery Date or Balance due date.
Click the Starting date / Ending date drop-down menus to enter a date range for the report.
NOTE: The default time period is Today.
Click the View button.
Results appear below.
Click the Show Options button on the top of the screen.
Use the following options to narrow the results:
To narrow results by delivery method:
Click the Delivery Method drop-down menu and select a delivery method option: Both pickup and shipping, Pickup only, Shipping only.
Click the View button.
To narrow results by product:
In the Product ID field, scan or enter the product's ID.
Click the View button.
To narrow results by balance due:
Place a checkmark in the Balance Due checkbox.
Specify a balance due amount range by entering the top and bottom of the range (inclusive) in the Between and And fields.
Click the View button.
To narrow results by customer:
In the Customer field, enter customer name, ID, company, email or phone.
Click the View button.
Click the Stores button.
On the Select Store(s) popup, select the checkboxes for the stores you want to include in the report and then click OK (all your stores are selected by default).
Click the View button.
Click the Start of day drop-down menu and select a starting time for the report results.
Click the End of day drop-down menu and select an end time for the report results.
Click the View button.
NOTE: The default setting for this report is the entire day (within the date range selected). To run the report for the entire day, leave the defaults set to Start of day and End of day. It is also possible to see results for specific times of the day. For example, if you wanted to see results between 9am and noon, you would enter a start time of 09:00 and an end time of 12:00. Then if you wanted to see results from 2pm to 5pm you would repeat steps 1-3 selecting a start time of 14:00 and an end time of 17:00. The time frame works on a 24-hour clock.
Click the Period drop-down menu and select the appropriate time period from the list e.g. Last Month.
Click the Print button above the results.
Refer to Printing Reports for more information.
Refer to Exporting Reports for more information.
The report lists matching invoices as follows, sorted in descending order by Date:
Order ID - The ID for the invoice (click to view details).
Status - Status of the invoice: Pending, Completed, Cancelled.
Customer - Customer name and phone number (click the customer name for details).
Date - Creation date of the invoice.
Delivery Method - Invoice delivery method: Pickup or Shipping.
Delivery Date - Invoice delivery date.
Balance Due Date - Date on which the invoice balance is due.
Amount Paid - Amount paid to-date on the invoice.
Balance Due - Remaining balance.
Click the heading of the column you want to sort on (highlighted on mouseover).
Click again on a heading to toggle between descending and ascending order.
Use the navigation bar below the report results. The current page is highlighted.