Payment Type Totals Report

From FloristWiki

The Payment Type Totals report lists all payments made by your customers, within a specified date range. Data is sorted by payment type (cash, credit card, house, check, debit card, gift card, and gift certificate).

Generating the Payment Type Totals Report

To generate the Payment Type Totals report:

1. On the FTD Mercury Main Menu, click Business Reports.
2. Double-click on the Payment Type Totals icon to open the template.
3. If a window opens asking whether you wish to enable or disable macros, click Enable Macros.
4. In the Select Store field, click the arrow and select the store’s data that you want to use for the report.
5. In the Start Date field of the Sale Date Range area, click the arrow to display a calendar. Use your mouse to click on the date from which your system will start listing payment type totals.
6. In the End Date field, click the arrow to display a calendar. Use your mouse to click on the date that your system will end listing payment type totals.
7. Click Finish. The report generates and opens in Excel.
8. To print your report from Excel, on the File menu, click Print.
9. If you want to save the report from Excel, on the File menu, click Save.

Payment Type Totals Window

The Payment Type Totals window allows you to configure settings for the Payment Type Totals report. When you have finished configuring settings, click Finish to generate the report. It will open in Microsoft Excel.

The Payment Type Totals window contains the following settings.

Setting	Description
Select Store	Select the store for which you want to generate the report. If you have multiple stores, you can select All Stores to generate a report that includes data from all of your stores.
Sale Date Range	Enter the start and end dates for the report.