Blackpurl 2 - Reporting - Admin & Other - Customer Payments (How to Process the End of Day Balancing of Cash Drawers)

This report will list Customer Payments and allow you to process the end-of-day balancing of your Dealership's Cash Drawers

How to run the Customer Payments Report 

• From the Blackpurl Header > Reporting > Reports > Customer Payments

One Cash Drawer

• If your dealership has only one cash drawer is it very simple to balance out

• Go to Reporting > Reports - Common Search - Customer Payments and change the CREATED date range parameter by clicking on and then click on

• The report will then list all Customer Payments for that particular date range

• User can then export/print out the report by clicking on

• Then balance this out to how much you have in your till and/or EFTPOS/card machine totals

Multiple Cash Drawers

If your dealership has multiple cash drawers and each section needs to balance out its own till, each section can simply run Reporting > Reports - Common Search - Customer Payment and then change the report parameters by clicking on the

• Change the CREATE date to TODAY 

• Change the CASH DRAWER to their own Cash Drawer for their section

• Click on

• The report will then list all Customer Payments for that particular date range and Cash Drawer

• User can then export/print out the report by clicking on

• Then balance this out to how much you have in your till and/or EFTPOS/card machine totals

For the next step in the End of Day Balancing process, please review our article - What is a Cash Reconciliation / How to process a Cash Reconciliation

More Information on Reporting

For more information regarding Reporting, please review the following articles:

• This will provide you with details on how to get totals / change columns and filters / how to print or export etc - (New Version) Reporting Tips - Totals / Changing Columns / Changing Parameters / Exporting Search Results / Save Custom Reports / Scheduling Reports / Favourite Reports

• This will provide you with details on how to schedule reports ie you want the report to generate once a month at midnight and be emailed to another Blackpurl User - Reporting - Scheduled Reporting

• Just details on where the reports are in Blackpurl - (New Version) Reporting - Where are the Reports?

• Did you know you can share custom reports? This article will assist - Reporting - Share Custom Reports