Batch Summary Report

View Summary Report

Viewing the summary report for the current batch of transactions allows you to see the totals for each payment method used, including sales, refunds, tips, cashback transactions , and fees.

To view a summary list of transactions for the current batch:

1. Touch the Action button on the main screen.     
2. Touch Settings.     
3. Enter the Merchant password and touch OK.    
4. On the Settings page, touch Reports.     
5. Touch Batch Summary. A list of transaction payment types for the current batch appears. 
   

   NOTE: If you have one or more clerks enabled on the terminal, you must choose whether to display the transactions for one clerk or all clerks.

6. If desired, scroll to a specific payment type and touch the line to display the payment type’s totals.     
7. Touch the line again to hide the payment type’s totals.    

Print Summary Report

You may want to have a printed copy of the transactions for the current batch prior to processing the settlement. Printing a summary report allows you to reconcile transactions by payment type as part of your bookkeeping.

To print a summary list of transactions for the current batch:

1. Touch the Action button on the main screen.     
2. Touch Settings.     
3. Enter the Merchant password and touch OK.    
4. On the Settings page, touch Reports.     
5. Touch Batch Summary. A list of transaction payment types for the current batch appears. 
   

   NOTE: If you have one or more clerks enabled on the terminal, you must choose whether to display the transactions for one clerk or all clerks.

6. Touch the Print button.

 

 

Copyright © 2021 PayFacto Inc.