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Invoice Receipt Reports

Generate summaries of receipts received for a specific auction or date range, including payment types, workstations, taxes, and deposits.

Updated over 3 weeks ago

Accessing the Invoice Receipt Reports

  1. Go to the Easy Navigator

  2. Select Invoice Receipt Reports

  3. Choose the appropriate Auction from the drop-down menu

  4. Set the Date Range (recommended: leave as All to include everything)

    Tip: The most common reporting issue is setting both a date range and an auction filter, which can unintentionally exclude results.

  5. Click Click Here to Calculate to generate the data


On-Screen Breakdown Options

Once generated, you can view receipt data in multiple formats:

  • Subtotals

  • Subtotals by Workstation (cashier who received the payment)

  • Detailed Breakdown

  • Breakdown of Deposits


Printing Reports

Click the Printer icon to view and select from the available report formats.

Payment Breakdown Reports

  • Invoice Receipts with Subtotals by Payment Type
    Groups invoice receipts by payment method (e.g., Cash, Check, Credit Card)

  • Invoice Receipts with Subtotals by Workstation and Payment Type
    Breaks down receipts by both cashier terminal and payment method

  • Invoice Receipts with Subtotals by Auction and Payment Type
    Shows subtotals grouped by auction and payment method


Tax Summary Reports

  • Invoice Receipt Tax Totals by Tax Rate
    Displays

    tax totals grouped by the applicable tax rate

  • Invoice Summary Tax Totals by Auction and Tax Rate
    Breaks down tax totals by auction and tax rate


Deposit Reports

  • List of Buyer Deposits
    A basic summary of buyer deposits entered for the auction

  • Detailed List of Buyer Deposits
    A full list of deposit entries with complete details

  • Deposits with Subtotals by Payment Type
    Breaks down buyer deposits based on method of payment

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