The Payments Made for Orders Not Despatched Report downloads an Excel spreadsheet that shows Orders that have been paid for, but their Delivery or Pick-Up Date (Fulfillment Date) has not yet occurred.
Why Is It Useful?
If your business tends to take payments for Orders before they're fulfilled, it's a good way to account for revenue made by future Orders.
To generate the Report, go to the Reports Module. Click Payments Made for Orders Not Despatched.
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A User can view data for Sites that they have User access to. If you want to see a specific Site or Location, select which one, or else select 'All'.
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Choose a Date Range by which to view the Orders.
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Click Generate Report.
The Report lists the following:
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Order Number
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Customer Name
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Customer Code
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Delivery Date
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Total Net
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Tip
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Total Tax
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Grand Total
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Paid by Card (yes or no)
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Amount Paid
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Purchase Order Number (if applicable)
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Status (Confirmed, Unconfirmed, Cancelled)
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Branch
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Despatch Type (Pick-Up or Delivery)
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Delivery Address 1 -4 (if applicable)
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Delivery City (if applicable)
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Delivery Postcode (if applicable)
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Download Date of the Report
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Site or Location
The Report will look like below:
That is how to generate a Payments Made for Orders Not Despatched Report!