PlanIt EPOS · Reports & Cash Up

Filter a report by date, customer type or payment

What does this do?

Every figure and table in Reports follows the filters at the top, so you can narrow a period down to one supplier, one operative, cash only, trade only, or just the sales still owing money.

How to use it

  1. Open Reports and choose a preset period, or press Custom and set the from and to dates.
  2. Use the first three dropdowns to narrow by supplier, category or operative.
  3. Choose All customers, Retail or Trade.
  4. Choose All payments, or one of Cash, Card, Bank Transfer, Finance or Deposit Paid.
  5. Choose All statuses, Paid in full, Deposit taken or Balance outstanding.
  6. Press Clear filters to go back to everything for the period.
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Related guides

See your sales and profit

Reports shows sales, cost and profit for any period, broken down by product, supplier, category, operative, payment method and customer type, with a list of ready-made tables you can print or export. It is for the owner: only a Super Admin can open it.

Reports & Cash Up

See which receipts still have money owing

Outstanding balances lists every till receipt where a deposit or part payment was taken and money is still owing, with the due date, so you can see what to collect before the fitting and record it in one press.

Customer Orders

Export sales to a spreadsheet (CSV)

Any report table can be downloaded as a CSV file that opens in Excel, Numbers or Google Sheets. Set the period and filters first; the file contains exactly what is on screen.

Reports & Cash Up

Add operators and PINs (who is standing at the till)

Each person who serves at the counter gets a name and a 4-digit PIN. They enter it before a sale, so every receipt records who processed it.

Getting Started

Charge retail or trade prices on a sale

Every product carries a trade and a retail selling price, worked out from its margins. One switch on the sale picks which set is used.

Making a Sale

Cash up at the end of the day

Cash Up tracks the drawer from the morning float to the evening count. It knows every cash payment and cash refund the till took, plus any cash you put in or took out, and tells you what should be in the drawer so the variance is obvious.

Reports & Cash Up
Questions this guide answers
  • How do I run a report for a custom date range?
  • Can I see only card sales?
  • How do I see trade sales on their own?
  • How do I see sales with a balance still owing?

Last updated 2026-09-03 · Direct link for this feature