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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.

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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