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I run a delivery business and I get a lot of
e-transfers. I am wondering if anyone has found a way to record e-transfers as a separate payment method? Right now I record them as cash but would like my reports to list them separately.
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Point of Sale
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Unfortunately no. It will record Cash/Card/Gift Card/Other. I thought it would separate cheques out separately however I went through several years and I don't see cheque popping up in the report at all. I know I've used the cheque option at least once over the last 5 years so it must merge it into the "other" field as well.
I guess the only thing really to do would be to only accept Cash/Card or e-transfer then you know all "other" transactions, are e-transfer.
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It sounds like you are recording these payments as Cash instead of Other Tender, @JJDeliverys ✨
Learn more about payments types here, and let me know if questions come up!
P.S. Welcome to the Seller Community ✨
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I tried as other payment but it won't let me list it a specific title for them.
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@JJDeliverys you won't be able to rename the "other" tender option, but you can still track item sales through that method of payment. You may want to try and label your item names different, or add the name in the notes section when recording a sale.
If I'm misunderstanding, I definitely apologize. If so, can you please attach a screenshot of what you're seeing?
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Unfortunately no. It will record Cash/Card/Gift Card/Other. I thought it would separate cheques out separately however I went through several years and I don't see cheque popping up in the report at all. I know I've used the cheque option at least once over the last 5 years so it must merge it into the "other" field as well.
I guess the only thing really to do would be to only accept Cash/Card or e-transfer then you know all "other" transactions, are e-transfer.
Please Sign in and click Mark as Best Answer if my reply answers your question.
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I record them under Other and note that it was an e-transfer. I don’t take cheques. Do cash goes under cash, credit cards take care of themselves and my Other is e-transfer.
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