The Rewaa platform provides you with the Sales Report by Payment Methods, which displays the amounts collected from each method, such as cash, credit card, bank transfer, and others. This report helps you identify the most used payment method, total sales, returns, and other data.
ℹ️ Note: The Sales Report by Payment Methods does not include payment receipts from customers. To view outstanding payments, refer to the Customer Payments report.
Accessing the Report
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Go to Reports > Sales > Sales Report by Payment Methods.
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Click on the report to view the details.
Searching the Report
- Search by payment method name, and the details will appear.
Filtering Search Results
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Click on "Filter."
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You can filter the results by:
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Date (from–to).
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Payment method.
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Location.
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Employee name.
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Click on "Apply."
Setting the Time
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Click on the time field.
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Select the desired time frame:
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24 hours (default setting).
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Choose a custom period (temporary or fixed).
To choose a temporary period:
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Click on "Edit Temporary Period."
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Select the start and end time.
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Click on "Apply."
To add a fixed period:
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Click on "Set Fixed Period."
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Add the period name.
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Set the period hours.
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Click on "Apply."
Sorting the Data
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Click on the "View by" field.
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Choose the appropriate order to display the data in the report.
Report Data
Payment Method
The name of the payment method used to collect the amounts.
Location
The branch from which the sale was made.
Employee
The name of the employee who collected the amounts via the payment method.
ℹ️ Note: When a payment method is used by more than one employee, the employee name will be: (All Employees).
Number of Sales Transactions
The number of completed transactions via the payment method.
Total Sales (Including Tax)
The total sales value without deducting returns for the payment method.
Number of Returns Transactions
The number of completed return transactions via the payment method.
Total Returns (Including Tax)
The total value of returns paid via the payment method.
Total Transactions
The total number of completed sales transactions via the payment method.
Sales (Including Tax)
The net total value of completed sales minus the value of returns for the payment method.
ℹ️ Note: The table on the platform contains several columns. Use the scroll bar at the bottom of the table to view all columns.
Exporting the Report
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Click "Export."
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Choose (xlsx).
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An (Excel) file will be downloaded to your device.
Frequently Asked Questions
1- How do I view payment transactions conducted by a specific employee?
Click on "Filter," search for the employee's name, then click "Apply" to view their transactions.
2- Do deferred amounts reflect in this report on the same day the invoice is issued or when the customer pays the amount?
Deferred amounts reflect on the same day the invoice is issued and are counted as sales.
3- What is the difference between this report and the collected amounts in the dashboard regarding deferred invoices?
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Sales Report by Payment Methods: Records figures at the time of sale and is not affected by deferred payments.
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Collected Amounts: Affected when the deferred payment is made.
4- How do I know the total cash sales only or any other method for a specific period?
From the Sales Report by Payment Methods, click on Filter > select the time period and payment method > Apply.
5- Why aren't all data appearing in the report?
Use the scroll bar at the bottom of the table to view all data, or click on Export to view all data in an Excel file.