Cash transactions

[Jennifer]

How are cash transactions run through Swiper 1 reported in C&P? For charge transactions, they appear on the settlement report; but, since no fees are involved and we would already have the money, would we just have to pull a daily transaction report to dig out any cash transactions?

[CnP.Support]

Good day Jennifer

You could easily use "Custom Payment" type and add the label "Cash", or anything else you want. See the image below:



You may want to review this article: https://support.clickandpledge.com/s...Custom-Payment

Please let us know if we can be of any further assistance.

[Jennifer]

I know we can use it and have it already set-up. My question was regarding how those transactions then get reported. If I pull a settlement report, it shows all the credit card transactions for that bank deposit. However, if we get a cash payment, where will that show up report-wise so that we can pull something to accompany the cash deposit?

[CnP.Support]

Jennifer

Sorry for not understanding your question correctly.

You may easily get a report on Custom Payment type. Settlement report is NOT what you want to look at - as that is the report for the bank deposits.

Simply create a custom report and create the columns .. the payment type being custom payment type. As we do not settle the custom payment type that is just recorded as a transaction.

Have you read / watched this: https://support.clickandpledge.com/s...onnect-reports

Please let us know if that helps.

[Jennifer]

Got it and thanks so much!!