The SingleOps Payment Totals Report shows the total net payments by Operation.
Navigate the Payment Totals Report
Navigate the Payment Totals Report
Reports > Sales and Payments > Payment Totals Report
Filters
| Date | The date range selects only payments and refunds that occurred between those dates to calculate the totals. |
Search
The search applies to the Operation name only.
Columns
Click Columns and select one or multiple column types. To add and remove columns, the columns in blue will display in the report.
Rearrange Columns by clicking and holding the column header, move to the left or right and drop. Sort rows by clicking the up & down sort arrows icon, click once to sort from low to high, and again to sort from high to low.
| Operation | Operation associated with the Invoice that payment was applied (e.g. maintenance, design/build, tree service, etc.) If none are selected, all will be included in the report. |
| Total | The totals are calculated as the total of all payments minus the total of all refunds. The totals are broken out by each payment method including payments synced from Quickbooks (if you are connected to Quickbooks Desktop or Online). |
| Cash |
SingleOps Default Payment Method. Total amount of payments using Cash payment method. |
| Check |
SingleOps Default Payment Method. Total amount of payments using Check payment method. |
|
Point of Sale |
SingleOps Default Payment Method. Total amount of payments if using a separate point of sale system (e.g. cash register, Square, card reader) |
| CC | Payment method if using SingleOps payments. Total amount of payments using Credit Card payment method. |
| ACH | Payment method if using SingleOps payments. Total amount of payments using ACH payment method. |
| Additional Payment Methods | If you have added additional payment methods (such as GreenSky, gift card, etc.) they will appear as unique columns. |
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