This object is in archive! 

Can we get a report showing tips for delivery that customers add to their quotes?

Terry M. shared this idea 4 years ago
Under Consideration

Trying to get a report showing customer tips giving to employees on their quotes. I see there are new reports and it would be great to run that report weekly to give out those tips.

Also, is there any way to do a breakdown of payment types? So if a customer paid their deposit by credit card and then paid the balance in cash, is there a way to show that in a report?

Comments (1)

photo
1

Yes, you can use the "Customize Report" button the on bottom of your page to create these. (here is some general info: https://www.inflatableoffice.com/support/knowledge-base/article/lead-reports) Also, I have added screen shots to show you the items you would want for these two reports.

Leave a Comment
 
Attach a file