Debt Reports

The remaining reports in the Rain system cover essential areas for your business, focusing on funds owed to you by your customers in the Customer Balances report, Gift Cards Purchased and Gift Cards Outstanding reports.

You can get to this part of the system by clicking Reports in the blue Admin Toolbar, then clicking on the specific report you need.

The Customer Balances Report

To see how your debts with customers are stacking up, open your Customer Balances Report. The report breaks down what debts are owed in different time frames; 30-days, 60-days, 90-days, or more than 90 days. You can click on the Customers listed to open their full details. Note that on the opening page, on the right, you can click to View the history of their Customer Balance if you need to reconstruct how their debt got to where it is. Please note that clicking on a Customer will take you away from this report and load their information in the screen, so you'll have to come back to this report to look at your data further. You can also either Print or Export the data, as needed.

The Gift Cards Purchased Report

You can see all Gift Cards your customers bought in a given period by using the Gift Cards Purchased Report. You can choose whatever Date or Date Range you might need, and the results provide the Gift Card Code (you can copy and paste for use in the Register, if they've lost their card) as well as the Beginning Balance and Current Balance on the card. This report will show all cards purchased, including those that have been completely used up and have $0 balances. You can Print and Export the results, as needed.

Note that if you need to adjust any Gift Card information, you will need to go to Products > Gift Cards, the information provided in this report is for reference only.

The Gift Cards Outstanding Report

If you need to see every Gift Card in your system that has a remaining balance, use your Gift Cards Outstanding Report. You can Sort the results by clicking on the column headers, and see the Original Amount and Current Amount on each card. You can Print or Export the results, if needed.

Note that if you need to adjust any Gift Card information, you will need to go to Products > Gift Cards, the information provided in this report is for reference only.