Fax Countersignature Payment with airSlate SignNow

Fax countersignature payment

good morning good afternoon good evening welcome to this training video I am Valerie and I will talk to you today about the payment report in news commander the payment report gives an overview of all payments and rebates made in a selected time period this report could be useful daily to verify the payments for a shift there are two ways to access the payment report the first way is directly from the dashboard by clicking on the payment report link in the finance section the second way is through the burger menu by clicking on finance and then select payment report the payment report screen is composed of five main parts on the top header you can see the dates the report is pulled for just below you will find the payment volume split into three sections Gateway payments terminal payments and others which include for example cash payments and invoices below that you will see the payments displayed by payment type then there is the transaction section this section includes details regarding all cash payments made within the specified time frame including all currencies and finally you have the filter menu on the right-hand side of the screen let's take a look at the payments in more detail payments are displayed as an expandable and collapsible lines grouped by payment type cash payments will be listed with a separate line for each currency to view the payments made for each type you can click on the plus button and you will see each payment item listed in more detail you can click on the customer's name to access the payment tab of this customer and you can also click on the bill number to access the bill directly the payment report could be used by the reception team members at the end of their shift to verify the payments taken so let's pretend I want to see all payments I have taken at the end of my shift in the filter section I would select the created mode then I select the date and time of my shift in this example however we will leave this y date range as it is a demo property were using then we select all statuses to ensure there are no pending or failed payments I then select all types payments and refunds and I select all filters and all credit cards as well and finally I select my username user tests in this example we can then view the report or export it let's view it now and print it to PDF now I could check all payments taken and ensure I have all the bills and corresponding receipts this verification should be carried out at the same time as a cashier verification and closing once everything is in order this report could be double checked and countersigned by another team member and then hand it over to the accounting department in another scenario if for example the accounting department needs to approve all refunds given then we could view the report with refunds only so how would this work you would select the created mode select the dates select all statuses an under type select only refunds then under filter select all payment types and all credit cards and finally all employees and then click on okay let's now print this report to PDF and we now have a list of all the refunds that have been processed on the given date range please note that in the status filter the charged and failed features are only used for muse merchants charged meaning that the payment was charged but not yet settled and failed meaning that the payment has not been processed in another video we will review how we can use a payment report to reconcile news merchant transaction fees click on the help icon to find more detailed information on the payment report with this we conclude this video thank you for watching [Music] you