When there is a payment made during a transaction, whether it's incoming money from the buyer or outgoing money to the supplier, it will be recorded in the Payment menu. Users can check the payments that have been made from this menu.
DealPOS provides several options for payment report formats because the reports needed by each store/company are usually different. To see all the Payment reports that we provide, you can see the list below:
I. Payment Received
The Received tab displays all the total payments received based on the payment methods made. We can filter the payment data displayed by date or specific outlets.
DealPOS provides bulk payment for credit invoices so that we can make payments for multiple credit invoices at once, for detailed information you can check this article: Add Bulk Payment.
II. By Outlet
In the Payment by outlet, we can see the payments received at each outlet based on the types of payment methods.
The Daily payment section contains information about all payments every day. In the Daily Payment, you can filter the data by month or by the date you want.
The Payment Detail contains detailed payment information. starting from the payment date, the time of making the payment, the invoice of each payment, the amount paid, and the types of payment methods.
V. Payment Method Analysis
The payment method analysis contains information about the analysis of each payment method. Starting from the number of transactions that use the type of payment, as well as the minimum and maximum payments paid through the type of payment methods.
VI. Payments Made
the Payment Made contains information about the payments we make. when we buy products from suppliers in the buy menu, every payment that occurs will be recorded in payments made.
VII. Write Off
Write Off one of the features in DealPOS that you can use to get rid of debts that are no longer paid because the customer has not paid their unpaid invoices for a long time. The function of the write-off itself is to write off hanging accounts payable and it will generate its report in the Write-off section without disrupting the actual payment reports.
Notes: If you're using omnichannel integration, the admin fees from marketplaces transactions will be recorded in the Write-off tab
VIII. Payment Gateway
If you use payment with QRIS and the transaction is successful. There will be a report about the Payment Gateway used for the transactions using QRIS.
Sometimes some people compare why the sales report and cash receipts report are different. For a more detailed explanation, please click the following article: Mismatch Between Total Sales and Payment.
To add a payment method, you can check this article Add Payment Method
If you want to custom payment type, you can check this article Custom Payment Type Configuration
If you want to set a surcharge at payment, maybe you can check the steps in this article Set Surcharge at Payment
if you want to do a split payment, you can also check this article How to Split Payment