Report Center: Customer Account Payments Report
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==Generating the Customer Account Payment Report== | ==Generating the Customer Account Payment Report== | ||
'''To generate the Customer Account Payment report:''' | '''To generate the Customer Account Payment report:''' | ||
| - | #On the FTD Mercury Main Menu, click Business Reports. The Customer Account Payments screen opens. | + | #On the FTD Mercury Main Menu, click Business Reports. |
| + | #In the navigation area on the left side of the screen, hover over Customer and select Customer Account Payments. The Customer Account Payments screen opens. | ||
#From the Select Store list, select the store’s data that you want to use for the report. | #From the Select Store list, select the store’s data that you want to use for the report. | ||
#In the Date Range section, select a start and end date for the data that you want to include in the report. These dates are the dates that the payment was entered into the system. | #In the Date Range section, select a start and end date for the data that you want to include in the report. These dates are the dates that the payment was entered into the system. | ||
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This information applies only to Mercury Connect. |
The Customer Account Payments report lists all payments made on house accounts within the given date range. The report is listed by customer ID. Grand totals by payment method are also listed at the bottom of the report.
- The Detail Report lists each customer that made a payment within the specified date range, as well as each individual payment, the payment method, the payment date, and the payment amount. A total is also listed for each customer.
- The Summary Report lists each customer that made a payment within the specified date range, and the total amount that the customer has paid.
Generating the Customer Account Payment Report
To generate the Customer Account Payment report:
- On the FTD Mercury Main Menu, click Business Reports.
- In the navigation area on the left side of the screen, hover over Customer and select Customer Account Payments. The Customer Account Payments screen opens.
- From the Select Store list, select the store’s data that you want to use for the report.
- In the Date Range section, select a start and end date for the data that you want to include in the report. These dates are the dates that the payment was entered into the system.
- In the Report Type section, select if you want to generate the Detail Report or Summary Report.
- In the Sort Option section, select if you want to sort the report by Payment Type or Date.
- Click Generate.
Customer Account Payments Screen
The Customer Account Payments screen allows you to configure settings for the Customer Account Payment report. When you have finished configuring settings, click Generate to generate the report.
The Customer Account Payments screen contains the following settings:
| Setting | Description |
| Select Store | Select the store for which you want to generate the report. |
| Date Range | Select the start and end dates for the report. |
| Report Type | Select whether you want to generate a summary or detail report. |
| Sort Option | For detailed reports, select whether you want the report sorted by date or payment type. |
