Square Champion

Payment Report Based On Appointment Date (Not Transaction Date)

We would like an easy way to see appointments made and which ones were paid/unpaid. We would like an easy way to calculate how much to pay our Service Providers. 

 

We need a report that provides: 

  1. Created Date
  2. Appointment Date/Time
  3. Appointment Length 
  4. Client Name
  5. Staff
  6. Paid/Unpaid
  7. Amount Paid for Service
  8. Tip Amount Given

 

Currently Items 1-5 are available under Appointments-> Settings -> History, Items 6-8 are not. 

 

Transactions-> filter by Service Provider shows when a payment was made. Does not show appointment date/time and unpaid appointments. 

 

Team Report does not show Items 1-4, is based on when the appointment was made, not when the service was rendered. 

 

Use case: 

We pay our Service Providers every Monday. If we run a report for the week based on transaction date, the service may not yet have been rendered. A client can cancel, no service will be rendered, and I have paid the service provider for a service not rendered. 

 

Having a report based on appointment date, that shows paid/unpaid, amount paid for service, and tip amount given will help ensure that I am paying out my service providers the correct amount for services they have actually rendered. 

 

Our current process is complicated and takes a couple hours, when it could take only ten minutes with the above data. 

1 Reply
Alumni
Status changed to: Reviewed
 
Ellie
Community Moderator, Square
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