Filter category sales by payment type
I am the Treausrer of a small nonprofit that supports a small public library in Oregon. Our nonprofit is transitioning from xxxx to Clover. Each Monday, I deposit the cash that we made during the past week by selling books, media and merchandise. From the Clover Reports, I have figured out how to determine the total amount of cash and card purchase made for each category type, but I am not able to determine how much of each category's weekly sales were cash and how much were by credit/debit card. In xxxx, I was able to use a filter by payment type, but this does not seem to exist in Clover. I phoned Clover's Support Center and was told after about 30 minutes of looking for this feature to propose this as an additional filter/feature in Clover. Thank you for your help
Josef Sandfort
shared this idea
Thanks for your feedback. It appears that your request is solved for by the Tender Types report in the dashboard - more details here: https://www.clover.com/en-us/help/filter-transactions-by-tender. Let us know if you still have questions.
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AdminPatrick Mottram
(Admin, Clover)
commented
Filter transactions by tender type
Filtering by tender type shows you all transactions paid for with the selected tender. You can set acceptable tender types in Setup app > Payments > Tenders accepted.On the Web Dashboard
From a browser, log in to your Clover account.
At the left, select one of the following based on what you see onscreen:Transactions
Sales Activity > Transactions
Under the Filter by section, locate Tender Type.
Select All Tenders and select an option (Cash, Check, Credit Card, Debit Card, External Gift Card, External PIN Debit, Select Customer).
On a device
Open the Transactions app.In the top right, select the filter icon.
From the dropdown, select Tenders.
Select a tender type (Cash, Check, Credit Card, Debit Card, External Gift Card, External PIN Debit, Select Customer).