Boss app: Payment
The Boss app's Payment tab. The total tendered with the change, tips and surcharges, each payment method with its kind, payments and share, and the money taken outside the bills, Pay later debts collected and deposits taken, handed back, used and forfeited. The back office Payment Summary's own figures.
On this page
Payment shows how the bills were paid: the total tendered, then each payment method, Cash, cards, e-wallets, Pay later, deposits, with how many payments and its share. Under it, the money the days took outside the bills: Pay later debts paid off, and deposits.
These are the back office Payment Summary figures, for the same outlets and days. See Payments.
Before you start
- Your access group allows Reports, Payment Summary, View. Without it the tab says Your sign-in may not see payments by method.
The tab, part by part
Total tendered
79 payments · change given 312.65
21By payment method
Money taken outside the bills
- Total tendered: every method added together. With outlets in more than one currency there is one such card per currency, named, such as Total tendered · RM.
- The total: what the methods paid on the bills, change already given back. Under it: how many payments, then, when not zero, the change given, the tips and the surcharge.
- By payment method: one row per method, as it is named in Payment Methods.
- The method's name.
- Its amount: what it paid on the bills, after the change.
- The bar: its share of the total, as a bar.
- The small line: how many payments, the method's kind, and for cash the change given. The kinds: Cash, Card, E-wallet / QR, Voucher, Member wallet, Member points, Member voucher, Online / aggregator, Pay later (credit) and Deposit.
- The share: the method's part of the total, as a percentage: the Share column of the back office's report. — when the total is 0 or less.
- Money taken outside the bills: shown only when there was some. Its parts are below.
Money taken outside the bills
This money came in (or went out) in those days, but it is not a sale: the bank and the drawer are checked against it all the same.
| Line | What it is |
|---|---|
| Pay later collected | Money customers paid on their Pay later debts, with each method under it and how many payments. The sale was made on another day. |
| Deposits taken | Deposits customers paid, such as for a booking, with each method under it. |
| Deposits handed back | Deposits given back, with each method under it. |
| Deposits used on bills | Deposits that paid a bill. Already in the methods above, as Deposit: not money received again. |
| Deposits forfeited | Deposits kept by the restaurant. |
Each line shows only when it is not zero.
How the payments are counted
- A payment counts on its bill's business day. A bill paid after midnight on a day that ends at 04:00 is that business day's.
- A refund's payment is money going back, so it comes off its method, on the refund's day.
- It counts at the POS that took the money, as on the back office report: that can be another POS than the one the bill was opened on.
- Pay later and Deposit rows paid a bill, but no money came in that day for them.
What is not here
The cash that should be in the drawer. That is a shift's figure, with the float, cash in and out, and the change. It is on the back office's Shifts and Day end by POS reports. See Shifts and Day end by POS.