Phorest Pay Financial Report
complete
R
Rose Baker
Need a report that breaks out the days takings, and the credit card transaction fee per day so that this can be categorized in Quickbooks. Sales minus credit card processing is deposited thus lowering the actual sales income by the percentage of credit card processing fees. We need gross sales income to transfer. Currently, we have to download the .CSV file to get the information.
Phorest Product
complete
Phorest Product
awaiting response
Phorest Product
Hi Rose,
Check out the PhorestPay report in Manager > Insights > Sales Reports.
This display the total transactions processed, total transaction value and total payout expected to land in your account. At the end of the transaction table, there is a line that also sums total fees.
Hope this makes your Quickbooks entries a little easier.
Many thanks,
Helen