This report lets you view the tenders collected for sales over a specific date range. Tenders are the type of money used to pay for a sale, such as cash, credit, debit, or check. This report is especially useful when ensuring the deposits collected in Artisan match the amount in your cash drawer.
Note: You must run a Day-End for the specific date range you choose in order for the tender details to show on the report.
Accessing the Report
Access this report using two different methods. From the top of the screen, select “Reports,” “Day End & Shift Closing,” and “Standard Tender Detail By Date Range.”
Or, head to the “Main Menu.” Click on “Reports.”
Select “Day-End & Shift Closing.”
Click on the “Standard Tender Detail by Date Range.”
Either way, you’ll end up at the following screen.
The date will automatically default to your current date. If you would prefer to see a tender breakdown for one day, please select “(Reprint) Day-End (or Shift) Closing” from the “Day-End & Shift Closing” menu.
Enter a date range. Do this by manually typing in the dates or selecting them from the calendar (accessed from the downward-facing arrows).
Next, choose what payment types you would like to see by clicking on the “Select A Payment Type” dropdown. This will automatically default to “ALL Payment Types,” but you can select a specific type.
Sub-Total by Register
Selecting this will show the tenders collected at each specific register (if you have multiple registers).
Show Cash Change?
If you would like to see the amount given back to the customer, select this option.
If you wish, you can select “Save as Defaults for This Report.” This locks in any changes you made for the next time you open this screen. For example, Artisan will remember if you want “Cash” as your payment type, “Sub-Total by Register” set to “Yes,” and “Show Cash Change?” set to “No.” The only thing Artisan won’t save is the date range.
Reading the Report
The date and time column displays the date and time the transaction occurred.
The “Type” column shows the type of tender used (ex. Visa or cash).
The “Amount” column shows how much the sale came to (ex. $75.00).
If you have the “change” field enabled, you’ll see the amount handed back to the customer.
For example, Alice Hamm’s sale came to $17.50. She paid $20 and received $2.50 in change from the cashier.
The “Slip #” refers to the number applied to the sale Artisan. For example, Alice’s sale is Slip # 166. If we look at the Sales Activity in her customer record, we’ll see the sales slip number there as well.
The “Customer” column refers to the customer record assigned to the sale (ex. Alice Hamm).
The “Reference #” pertains to credit cards. This column reveals some of the card’s digits.
The report separates each day into different sections with a total for each.
Since we have “Sub-Total by Register” selected, the report shows us the station name and number.
At the end of the report is a grand total, which adds the amount gathered by each sale.
For example, from May 3rd to May 5th (our date range), the store had $909.50 worth of sales.