This report will list Customer Payments and allow you to process the end-of-day balancing of your Dealership's Cash Drawers
How to run the Customer Payments Report
- From the Blackpurl Header > Reporting > Reports > Customer Payments
One Cash Drawer
- If your dealership has only one cash drawer is it very simple to balance out
- Go to Reporting > Reports - Common Search - Customer Payments and change the CREATED date range parameter by clicking on
and then click on
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- The report will then list all Customer Payments for that particular date range
- User can then export/print out the report by clicking on
- Then balance this out to how much you have in your till and/or EFTPOS/card machine totals
Multiple Cash Drawers
If your dealership has multiple cash drawers and each section needs to balance out its own till, each section can simply run Reporting > Reports - Common Search - Customer Payment and then change the report parameters by clicking on the
- Change the CREATE date to TODAY
- Change the CASH DRAWER to their own Cash Drawer for their section
- Click on
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- The report will then list all Customer Payments for that particular date range and Cash Drawer
- User can then export/print out the report by clicking on
- Then balance this out to how much you have in your till and/or EFTPOS/card machine totals
For the next step in the End of Day Balancing process, please review our article - What is a Cash Reconciliation / How to process a Cash Reconciliation
More Information on Reporting
For more information regarding Reporting, please review the following articles:
- This will provide you with details on how to get totals / change columns and filters / how to print or export etc - Reporting Tips - Totals / Changing Columns / Changing Parameters / Exporting Search Results / Save Custom Reports / Scheduling Reports / Favourite Reports
- This will provide you with details on how to schedule reports ie you want the report to generate once a month at midnight and be emailed to another Blackpurl User - Reporting - Scheduled Reporting
- Just details on where the reports are in Blackpurl - Reporting - Where are the Reports?
- Did you know you can share custom reports? This article will assist - Reporting - Share Custom Reports