Custom Reports Subtracting Payment Accounts

V5 Question
21

Because the default report reports ticket sales/payments.
You need to make custom transaction types and create custom reports to show them.

22

Something like this?

[Payment Totals:2, 1]
Cash|{ACCOUNT TOTAL:Cash}
Credit Card|{ACCOUNT TOTAL:Credit Card}
Total|[={ACCOUNT TOTAL:Cash}-{ACCOUNT TOTAL:Credit Card}]

23

@Jesse I come up with a idea that if I make four different cash payment accounts like cash 1, cash 2 and cash 3 according to how many users i have and the payment types too as well as assigned them according to users, so i could display cash 1 in cashier 1 custom report with account total:cash 1 and report payment details tags?

Does it sounds right?
And one more thing i get through with subtracting pickup amount from cash in payment account screen. Pickup is goin in pickup account as a debit and its goin in cash as a credit.

24

You control where everything goes with transaction types. So debit or credit is directly related to how the transaction type is set up.

1 Like