| □ | The Cash Receipts by Payment Method report provides a summary list of all, or a selected set of (one or more) Receipts by Date, for each Day within a specified Date Range of All, or filtered for a selected set of (one or more of the 8 possible) Payment Methods. |
| • | To open the Cash Receipts by Payment Method dialog, from the Main Menu Select the Reports Menu and Choose the Accounts Receivable sub-menu. |
| • | Select the Cash Receipt Reports option and Click Cash Receipts by Payment Method. |
| □ | the Cash Receipts by Payment Method report tabs - There are three tabs on the Cash Receipts by Payment Method report dialog. |
| • | Options - Initially only the Options tab is shown (until you make your Options selections and Select Print). |
Cash Receipts by Payment Method - Options
| • | Date Range - Set the Date Range to be reported which by default, will be the Current Month. |
| ▪ | From: Use the Drop-Down Date Selection Box to Chose the starting date for this report. |
| ▪ | To: Use the Drop-Down Date Selection Box to Chose the ending date for this report. |
| • | Payment Methods - The eight Methods of Payment (one of which is specified when each Receipt is Posted) are listed below: |
| 1. | American Express - charged to this Credit Card |
| 2. | Cash - received an actual Cash payment |
| 3. | Check - paid with a Business or Personal Check |
| 4. | Discover - charged to this Credit Card |
| 5. | Electronic Transfer - received Direct payment from Subscriber's Bank |
| 6. | MasterCard - charged to this Credit Card |
| 7. | Visa - charged to this Credit Card |
| 8. | Other - paid via "In-Kind" or with something else of value |
| ▪ | All - By default, All Methods of Payment (Receipts) that were received from Subscribers, within the Date Range specified above, will be included in the report. |
| o | To limit the report to certain Payment Methods, use the Drop-Down Check Box List to select the set of (one or more) Payment Methods that are to be reported. |
| o | Once a Methods of Payment selection is made, it will become the default choice(s). |
| ▪ | To reset the Methods of Payment selection to All, use the Drop-Down Check Box List and Check the All box which will cancel all of the other choices. |
| • | Print - Click the Print button  to Preview and optionally Print this Cash Receipts by Payment Method report. |
| • | Preview - The Preview tab presents the report which resulted from the Options you've selected. |
| • | Up Arrow/Down Arrow - hi - Moves the report one line up, or one line line down, respectively. |
| • | Page Up/Page Down - Moves the report to the previous or next page, respectively. |
Cash Receipts by Payment Method - Preview
| • | Home -  - Using either the screen or your Keyboard's Home key, moves the report to the top of the first page. |
| • | End -  - Using either the screen or your Keyboard's End key, moves the report to the bottom of the last page. |
| • | Arrows - The arrows allow you to move back and forth, from page to page. |
| • | Number - Indicates the page number you are viewing. |
| ▪ | You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately. |
| ▪ | If you enter an invalid page number, it will be ignored. |
| • | Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen. |
| • | Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view). |
| • | Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen. |
| • | Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage. |
| ▪ | When you Click the Zoom To Percentage button, the Percentage selector will be displayed. |
| ▪ | You may then Click the Up or Down ‚ arrow to set the exact amount of Zoom you want. |
| • | Print - Click the Print button to Print  the displayed Cash Receipts by Payment Method Report. |
| • | Email - Click the Email button  to send the Report to an Email Address of your choosing. |
| • | To Exit the Preview tab and Close this Report dialog Form, Click the Close button x on the right at the top of the Preview tab. |
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| • | Data View - This view provides a tabular (spreadsheet style) presentation of the selected data. |
Cash Receipts by Payment Method - Data View
| • | Arrows - Click the arrows to move through the record. |
| • | Export - Exporting the data from this Data View tab (note the "fly-over" help available on these buttons): |
| ▪ | Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format. |
| ▪ | Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format. |
| ▪ | Export To Html - Click the third button after the arrows to export the data to an HTML formatted file. |
| • | To Exit the Data View tab and Close this Report dialog Form, Click the Close button x on the right at the top of the Data View tab. |
| ◆ | Shown below is the same data as it would appear on the Cash Receipts Report assuming the same Date Range and Payment Type(s) were selected. |
Cash Receipts Report - Preview showing the same information
