Nightly Payment Reporting

In an effort to always improve, we are going to start printing the payment reports at night and include them in the deposit. 

Don't worry! This will be super easy! 

Step 1 - In Bookeo go to Marketing > Reports > Payments

Step 2 - Select today's date and click "Go". When the report pops up, click "Download as XLS"

Step 3 - Open Spreadsheet and delete the unnecessary columns. Then select the Pament method colomn and sort. You can also reduce the size of the columns to keep the sheet on one page for printing. It will probably look something like this screen shot. 

Screen Shot 2018-01-05 at 3.58.49 PM.png
Amanda Steines