O2VEND ERP Receipt Summary – Payment Tracking & Multi-Branch Reporting
The Receipt Summary Report in O2Vend ERP provides a clear and structured overview of all payment transactions linked to sales orders from both physical stores and the webstore. It allows users to verify payments received, review customer-wise transactions, and maintain accurate financial records across all sales channels.
Key Benefits of the Receipt Summary Report
- Complete receipt visibility: View all recorded customer payment transactions in one place.
- Clear payment method details: Identify the mode of payment, including Cash, POS, Credit Card, UPI, or Online Payments, as recorded in the system.
- Branch-level filtering: Check receipts for a specific branch or review combined data when multiple branches are enabled in the account.
- Data export support: Export the report in CSV or Excel formats for further use in accounting or internal review.
- Easier transaction verification: Cross-check payment entries against invoices to ensure accuracy before reconciliation.
How to Access the Receipt Summary Report in O2Vend ERP
- Log in to O2Vend Back Office.
- Navigate to the Reports section.
- Select Receipt Summary.
- By default, the report shows today’s transactions.
- Adjust the Start Date and End Date to view historical receipts.
- The report will refresh automatically with updated transaction data.
Understanding the Receipt Summary Table
| Column | Description |
|---|---|
| Date | Date and time of the payment transaction. |
| Customer | Name of the customer making the payment. |
| Receipt Number | Unique identifier assigned to the receipt. |
| Invoice Number | Invoice associated with the payment (if applicable). |
| Payment Method | Payment type: Cash, POS, Credit Card, Online, UPI, etc. |
| Created By | User who processed the transaction. |
| Amount | Payment amount in the selected currency. |
Exporting & Printing Receipts
**Tip: Use Export All or Export Current Page to download receipts CSV, Excel, or PDF for retail and e-commerce accounting and financial reconciliation. Use the Print button to generate physical copies for record-keeping.