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Split tender on reports
When doing a detailed report and filtering with payments- do I choose card and split tender, run that report? and then choose cash and split tender, run that report?
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As I see this is your first post let me welcome you to the sellers forum.
I use Transactions CSV files. With this export I am able to import it to any accounting software by csv. So no human errors are recorded or miss entered. If tyou are trying to see what came in and how this can easily be seen on these csv files. I export them and see that X went for Cash and Y went for a Credit Card payment or in this case .59 for cash and $100 on a Square Gift Card. To the left it shows the Transaction # and Payment Number
Net Sales | Gift Card Sales | Tax | Tip | Partial Refunds | Total Collected | Source | Card | Card Entry Methods | Cash | Square Gift Card | Other Tender |
$94.90 | $0.00 | $5.69 | $0.00 | $0.00 | $100.59 | Point of Sale | $0.00 | N/A | $0.59 | $100.00 | $0.00 |
If you are looking for a sumation of the day or week, you can export your time frame then use a Spreedsheet program like Google Sheets or Excel and create a Pivot table like :
This took me a minute or two to do and the hardest part was trying to paste the Pivot table into this reply. Finally took a screenshot and pasted that in. This was a split transaction that I found from last year using Cash $0.59 and a Square Gift Card of $100.00. The pivot table shows the daily totals for 12-31-2023.
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Pocono Candle
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