Add Tender Type Breakdown to Revenue Class Reporting
Currently, Clover allows reporting by Revenue Class under Reports > Item Sales > Revenue Items, but there is no option to break down those sales by Tender Type.
Please add the ability to filter or group Revenue Class sales by Tender Type (Cash, Credit Card, Gift Card, etc.).
This would allow merchants to see exactly how much revenue was collected by each payment method within a specific Revenue Class, improving reconciliation and financial reporting.
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Jadon commented
Right now, the Orders Report under Sales Activities shows the Tender field (cash vs. credit / Debit card), but it doesn't break down individual line items. Conversely, our Itemized Line Items Report gives us product details, but leaves off the payment method.
Because the staff operating the Clover terminals don't always enter the correct code at checkout, this reporting gap causes noticeable delays during reconciliation. Without the Tender column on the itemized report, it’s difficult to verify whether specific purchases were made with cash or card, which impacts our budget tracking and general accounting accuracy.
Having payment types linked directly to individual line items will allow us to:
Easily verify cash vs. card payments for specific purchases.
Catch and fix front-line entry errors much faster.
Ensure accurate revenue allocation across our various budget lines.
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Vicki
commented
Need the ability to have a Monthly Sales Report that shows the total Daily amount received broken out for Debit/Credit Card Sales; Cash Sales; Checks; and Gift Card Purchases all on one report. Very similar to the current Monthly Sales Report, but instead of all sales totalled together, break the totals out.
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Tomas Marin
commented
It would be nice to have a report that shows both Itemized sales as well as the tender types collected
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Shannon
commented
I need a report that breaks out revenue classes and how much cash/check/credit card sales in each class
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Lane Taillon commented
A report that breaks down the revenue classes by tender type. Also an option to automatically have clover to email reports to desired staff daily.
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Block Island Chamber of Commerce commented
Not sure if this is the case for users that export data to Quickbooks through the Clover app, but as a user that introduces deposits manually in QB it would be very helpful to click on tender type and see how many retail items were sold during a specific time period that were cash transactions and that were credit card transactions. Also the daily batches should have a breakdown of retail items sold and the surcharge amount.