The payment Receipt Report allows you to keep track of payments that you have received within a certain date range.
This report can be used for several different purposes:
➢Deposit reconciliation.
➢Tracking payments to outside loan vendors.
➢Identifying missing payment receipts.
Viewing the Receipt Report
From the Buy Here/Pay Here main screen, click the Receipts Report icon located on the left side of this window.
You may also print this report by clicking on the Dealer Financing menu at the top of the screen and selecting the Receipts Report option.
The system will display the Receipt Report Options window.
Select the starting and ending dates for the date range you want to view.
You can also select a specific reporting period directly by choosing a value from the Report Period drop-down box. You can choose report periods such as Current Week, Last Week, Last Month, etc. The starting and ending dates will then be set by the system accordingly.
Select a sorting option to view your receipts in a certain order. You may sort your report data by payment type (i.e. cash, checks, charges, etc.), income stream (the funding source of your Buy Here/Pay Here loans), or receipt number.
Click the OK button to preview the report.
Sample Report:
