Operation report
Table of Contents
View and manage Pay In and Payout report
Learn how to generate a Pay In and Payout report on the Merchant Portal.
The Pay In and Payout report provides a summary of all Pay In, Payout, Drop, and Purchase transactions processed on the POS over a selected period, offering valuable insights into your restaurant’s cash flow and financial management.
In this article, you’ll learn how to generate, print, and export a Pay In and Payout report.
View Pay In and Payout report
To view your Pay In and Payout report, follow the steps below:
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
- Log in to the Merchant Portal.
- On the left panel, click on Reporting.
- Under "Sales," click on Pay In and Payout.
- Select the date range that you wish to include in the report.
- Click on Submit to retrieve the records.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
- Log in to the Merchant Portal.
- On the left panel, click on Reporting.
- Click on Operation. Then, select Pay In and Payout.
- Select the date range that you wish to include in the report.
- Click on Submit to retrieve the records.
Print Pay In and Payout report
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
To print a Pay In and Payout report, click on Print. Then, select the printer where you want to print the report. Click on Save to confirm.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
To print a Pay In and Payout report, click on Print. Then, select the printer where you want to print the report. Click on Save to confirm.
Export Pay In and Payout report
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
To export a Pay In and Payout report, click on Export. An Excel file of the report gets downloaded to your computer. Open the file to view your exported report.
