Need a hand setting up or using your system? The new Revel Assistant can guide you through almost anything you'd need to do, step by step. Just head to your Management Console and click the question mark in the bottom right corner to check it out!

Establishment Payments Report

By Kelsey

Follow

This report is used mainly by users with multiple establishments to view a condensed version of the Sales Summary report for each establishment. It's also used for chain or franchisee owners who collect a percentage of payments for royalties.


Contents


Establishment Payments Report Tour

The various components of the Establishment Payments Report are:

  • Filters button: Click this to choose Inclusions settings:

  • ... icon: Click this to export your report in various formats:

  • % of Total Payments: Use this to select the percentage of total payments you'd like to view:

  • Basic Columns Drop-Down: Use this drop-down menu to view your report by basic columns or all columns:

  • Establishment: The specific establishment.
  • Taxable Sales: Total taxable sales.
  • Non-Taxable Sales: Total non-taxable sales.
  • Taxable Service Fees: Total taxable service fees.
  • Non-Taxable Service Fees: Total non-taxable service fees.
  • CRV Charges (included to sales): Total CRV (California Redemption Value) charges.
  • Donations: Total donations.
  • Average Check: Average per order.
  • Gross Sales: Total taxable and non-taxable sales and service fees, pre-discount, pre-tax. Includes voids/ returns.
  • Items: Total products sold during reporting period.
  • Orders: Total orders made during reporting period.
  • Coupons: Total coupons applied.
  • Total Discounts: Total discounts applied. Includes item discounts, order discounts, and exchange discounts.
  • Net Sales: Total sales less discounts. Pre-tax.
  • Surcharges: Total surcharges collected. Reflects voids/ returns and all discounts.
  • Taxes: Total taxes.
  • CRV Charges: Total CRV (California Redemption Value) charges.
  • Total Taxes: Total taxes.
  • Gift Cards: Total of gift cards sold.
  • Store Credit: Total of store credit given.
  • Deposits: Total deposits made to invoices.
  • Liabilities: Total activity affecting liabilities. Both activities that increase liabilities (including the sale of gift cards or the taking of a deposit on an invoice) and activities that decrease liabilities (including the use of gift cards or payments against house accounts).
  • Payments Against House Accounts: All payments, including refunds, made against house accounts.
  • Net To Account For: Total of Net Sales + Taxes + Liabilities.
  • Payments: Total payments.
  • Refunds: Total value of all refunded payments.
  • Cash: Total amount of cash payments.
  • Credit: Total amount of credit payments.
  • House Account: Total house account activity, including payments made with and against house accounts.
  • Total Payments: Total of all payments, including refunds and excluding tips.
  • % of Total Payments: The percent of total payments based on the amount entered in the above filter.
  • Payins Number: Total number of payins.
  • Payouts Number: Total number of payouts.
  • Payins Total: Total number and value of payins to the till.
  • Payouts Total: Total number and value of payouts to the till.
  • Total Transactions: The number of orders opened during the reporting period.
  • Total Invoices: The number of invoices opened during the reporting period







Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request
Want to request a new feature? Click here!
Still have questions? Contact our friendly Support team