To get a report for all transactions during a set period, please follow the steps below. The download can be sent via email and uploaded to accountancy software if required.
How to view or download a report:
1) Open your Lopay app and go to the Activity screen (fourth icon at the bottom)
2) Select Reports (blue banner in the middle of the screen).
3) Select Activity Reports
4) Find the report time period you need via the By Day / By Week / By Month tabs or filtering by the start and end dates you need.
5) Once you've selected the report time period you want, you can choose from more report options:
Sales report - this shows your product sales if you are using the 'Shop' screen
Fee report - this shows a breakdown the fees you have incurred
Tax report - this shows gross and net sales if you have applied a tax rate
Tender report - this shows sales by payment method (incl. cash payments)
Team report - this shows sales by team member account
If you've received tips your total tips for the selected time period will show at the bottom.
6) You can also export / download your report in PDF, CSV, or Excel by selecting the "Download report" button at the bottom.
For any further questions or help, please email us at [email protected].
To get the most from your Lopay app, please ensure you have the latest version - simply head to your app store to download the update.