Ticket Details Report

Ticket Details Report

Location: Reports > Transaction Reports 

Ticket Details Report

The Ticket Details Report provides a detailed view of checked-in, partial payment applied, completed, and refunded tickets within a selected date range.

This includes ticket number, client name, services, products, totals, payment types (if fully paid), and any cash paid in or out transactions.
This report can also be exported or printed for your records.

To run the report:
  • Enter a Ticket # and click Search,
    or
  • Select a Begin Date and End Date, then select generate
Sort Options:
Use the sort option in the upper right corner to organize results by:
  • Date: Oldest to most current
  • Ticket Number: Smallest to largest
  • Amount: Lowest to highest value
  • Payment Type: Grouped by payment initials based on your setup payment type
  • Client First Name: Alphabetical by first name (tickets without a client will appear at the top)
  • Client Last Name: Alphabetical by last name (tickets without a client will appear at the top)
Column Descriptions:
  • Date: Displays the date the ticket was created (MM/DD/YYYY)
  • Ticket #: Displays the assigned ticket number
  • Client Name: Displays the client’s first and last name (if no client is assigned, “No Client” will appear)
  • Service: Total service amount charged on the ticket (negative amount indicates a refunded service)
  • Products: Total product amount charged on the ticket (negative amount indicates a refunded product)
  • Other: Includes gift certificates, deposits, prepayments, received on account, and package sales
  • Incl. Ticket: Displays the value of any included ticket applied during checkout
  • Tax: Total tax collected on the ticket (0.00 if no taxable items)
  • Total: Combined total of services, products, other, included tickets, tax, and tip
  • Tip: Total tip amount added to the ticket
  • Change Back: Displays any change given back (0.00 if none)
  • Payment Type: Displays the all the payment initial applied to the ticket
Idea
Click any Ticket # to open the ticket, email a receipt, or edit a ticket.
Info
If no payment has been applied to a ticket, the Payment column will remain blank and no payment initial will display.


Alert
For tickets that were included as part of another ticket, the Payment column will display the associated ticket number. You can reference that ticket to view the payment types used to close it.

Idea
Pro Tip: If you right click the ticket number, you can open the ticket in a new window.  

Any Cash In/Out transactions made within the selected date range will display in a Cash In/Out table at the top of the Ticket Details report.

Column Descriptions:
  1. Date column:  Reflects the date the Cash In/Out entry was created.
  2. Drawer #: Displays the drawer associated with the transaction.
  3. Cash In/Out: Indicates whether the entry was recorded as cash paid in or cash paid out.
  4. Amount: Shows the value of the transaction; amounts displayed as a negative (-) reflect cash paid out.
  5. Transaction: Displays the worker name tied to the user who was logged in when the entry was created.
  6. To/From: Shows any entered details indicating who the cash was received from or given to. If no To/From is entered, these field will appear blank.
  7. Reason: Displays any notes entered at the time of the transaction; if no Reason is entered, these field will appear blank.
  8. Delete: Displays an “X”; users with the appropriate permissions can remove Cash In/Out entries.

Alert
Only users with the appropriate permissions enabled will be able to remove Cash Paid In or Cash Paid Out entries. If access needs to be updated, edit the worker’s permissions within Setup Worker Permission to allow or restrict this ability.

At the bottom of the Ticket Details table, a total row will display a summary of all columns based on the selected date range.
This includes total amounts for services, products, other charges, included tickets, tax, total collected, tips, and change back collected within the date range selected.




Notes
To view or edit payment initials or adjust the display order of payment types, navigate to Setup Payment Types.
From there, you can update how payment types appear and how their initials display throughout reports.

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