This tutorial will lead you through the steps of managing payment reports as a TAPn'GO restaurant admin. 


Restaurant owners can generate sales reports for their establishments by using filters for certain dates and table numbers. They can also get these reports exported as an Excel file. If the selected timeframe exceeds one week, the system will automatically send the report to the restaurant owner's email address for further examination and analysis. 


In this article you will get to know:

How to access your account:

  • Go to the login page by clicking here.
  • Fill out your account credentials (Username, and Password)
  • Then press "Sign in"

Reset/Forget password:

  • From the login page press "Forgot password".
  • You will be redirected to a page where you will need to provide your email address.




  • An OTP code will be sent to your email, check your email and then fill in the OTP code, and then choose a new password, as shown:


  • Then press Reset Password.

Search & Filter order payments


Restaurant owners can filter the order payments based on the date range and the table numbers. 


Date range:

  1. To filter by date range, go to the reports page, and then from the filter select the preferred date range  "From" and "To" by clicking on the relative fields a dropdown calendar will display to select the days, month, or year. 


  2. Finally, press the search button to view the results.

Tables:

  1. To filter by table number, go to the reports page, and then from the filter bar select the table field where a dropdown list of the tables will display so you can select the desired table or All for all tables.


  2. Then press the search button to see the results.

Export payments report


To export the filtered order payments report, go to the reports page, and then from the filter bar click on the Export button:

A CSV file will be exported.
In case the selected timeframe exceeds one week, the system will automatically send the report to the restaurant owner's email for further review and analysis.


The Settlement Flow


As a business owner, you can receive your payouts according to PayTab's normal Payouts policy.

If your account is "Aggregation" type,you can request a payout by following the article below noting that it will be subject to the minimum payout added by the risk team verification through your onboarding process
How to Initiate Payout?