How to generate the sales by payment methods report

Important

• This feature is available to Nex subscribers. Learn more about our plans.
• Nex generates a report for a specific period, chosen by the user. The system uses the opening and closing date of the till to include the transactions made in the report. Therefore, it is recommended to open and close the cash register daily (more information).

What is the Payment Methods report?

The objective of this report is to record the incoming and outgoing values for each payment method used in the filtered period. The initial cash register balance is not recorded in this report and it also does not consider the amounts recorded as customer debts, but rather accounts for the debts paid in the period. And all change is reduced from the cash payment method.

Shall we generate a sales by payment methods report?

1. Enter the STATISTICS menu.

2. Select the SALES BY PAYMENT METHODS report.

3. Click on the DATE to choose the PERIOD for the query.

4. Click to select the TYPE of the query, either by TRANSACTION DATE or by REGISTER DATE.

5. It is possible to click on the THREE DOTS to PRINT or EXPORT the results. A file is generated in Excel format (.xls).

Done! You have learned how to generate the sales report through payment.

See also:

• Other reports tutorials.