How to bundle my Takings report?
When you bundle your takings together it locks the day's takings so when you next run the report these payments will no longer appear.
By doing this you can then view daily bundles giving you an efficient way to look back over your taking day by day. This feature also allows you to integrate with Xero - Learn more about this online here.
For information on how to run and use the takings report read our help article here.
Step-by-step instructions on how to bundle 👇
Once you are happy with the selection for the payment bundle, click Save.
Click Payment Bundle at the top right of the report screen
Select New payment bundle to create a new payment bundle using the filters you currently have selected
You can use View payment bundles later to view all your previously created bundles.
Click save (example image below)
This will then LOCK all invoices associated with these transactions and bundle them together in their own individual report which can be viewed under View payment bundles.
If you wish to also save this externally you can use the Export button in the top right of the report to export the data into a spreadsheet.