Recipe

Payments, pricing and profit

Settle the day in three minutes

Day View holds what the day was worth, what has been taken, and how the takings split by method.

1 min read · Owner or front desk · Running day to day

Day View settles the till: what the day was worth, what has been taken, and how the takings split by method.

  1. Open Reporting & Intelligence and choose Day View.
  2. With the toggle on Collected, read Expected, Collected and Outstanding.
  3. Match each line under Payment Methods against your own takings, starting with Other EFTPOS.

Outstanding is the only number that needs action, and the method split tells you where to go looking for it. Other EFTPOS is where a bank machine or any reader that is not the Petboost one is recorded, so it is the line to match against your own terminal receipts. Day View keeps its own date, separate from the range the rest of the reports use, so stepping back a day here does not disturb anything else. Switch the toggle to Earned and the split disappears, because earned is the day's value rather than the day's takings.