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Credit Card Reports
Point of Rental provides several reports for checking credit card transactions, checking settlement totals, inquiring card brand totals, and searching for cards used along with customer details. Below you will find these reports with their descriptions and how to access them.
Topics in this article include
- Check & Card report
- End of Day History report
- Credit Card report
- Card Number lookup
Check & Card report
This report lists all credit, debit, and check transactions for a selected period and totals them. It displays the customer name, amount of payment, and contract number. Account payments show as “ROA.”
How to access:
1. Navigate to Program Menu > End of Day Processing.
2. Click the Check & Card Report button. If you are a multi-store company, you will be asked to select a store location.
3. Select your desired date range to run the report.
End of Day History report
This report displays final register batch details for End of Day. It includes the credit card and debit card totals for the batch period. This is the credit card settlement total for the batch.
How to access:
1. Navigate to Program Menu > End of Day Processing.
2. Click the End of Day History Report button.
3. Select your desired date range and click Generate to run the report.
Credit Card report
This report sorts credit card payments by date and card brand. By default, it totals the card brands for each day, i.e., VISA totals, M/C totals, etc. You can select to print “details” and it will also list each transaction. This report cannot be turned off if you are credit card integrated.
How to access:
1. Navigate to Program Menu > Accounting Reports > Accounting Reports Menu.
2. Click the Credit Card Report button. Enter your password when prompted.
3. Select your desired date range to run the report and click the Generate button.
Card number lookup
This report is generated based on a lookup of the last four digits of a card number you supply. It searches history for all cards that end with those four digits.
How to access:
1. Navigate to Program Menu > Accounts Receivable.
2. Click the Check\Card Lookup button.
3. Enter the last four digits of the card and click the Search button.
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