Future Orders Reporting

In this Article:

• Future Order Sales Reporting
• Paid in Total Report
• Deposit Sales Collected Report
• Sales Summary Report

 

Future Order Sales Reporting

Wondering if a tip or payment on a future order will count towards your sales for the day? On the day a guest places and pays for a future order online or via call-in, the payment is considered cash revenue (not earned revenue). The tips will appear on the shift review on the day the order was paid for, but will appear in the Tips field of the Sales Summary report on the day the order is completed.

 

This article will address how payments for future orders will appear in Toast reporting on the day the order is placed/paid for as well as the day the order is fulfilled/completed.

 

If you have any questions in relation to your accounting practices, please contact a tax advisor or accountant for support. 

 

For more information on future orders, see these Toast Central articles:

• Schedule Future Orders
• View Future Orders on Toast POS

 

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Scheduled Future Orders on the Paid in Total Report

When a future order has been placed and paid for, it will appear on the Paid in Total report. This is because payment has been taken but the guest's product has not been provided yet (consider this as cash revenue rather than earned revenue).

The Paid in Total report will list all future orders that have been paid for in the selected date range but have not yet been made/picked up in the selected date range. To access this report:

 

1. In Toast Web, navigate to Reports > Sales > Paid in total. 
2. Select a date range, location(s), and other report parameters as desired.
3. Select Update to refresh the report.

Paid in Total orders will appear as sales as normal on the Z Report:

• If the future order was paid for that day, it will appear as a payment (Paid in Total).
• If the future order was picked up/fulfilled that day, it will appear as a sale/check (Deposit Sales Collected).

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Scheduled Future Orders on the Deposit Sales Collected Report

When it comes time to collect an order that a customer has paid for outside of the report range, it will be listed in the Deposit Sales Collected report. 

Note: The day the order is shown on the Deposit Sales Collected report is the day the order's tips will appear in the Sales Summary report under Net Sales, and the payment will appear as "Deposit Sales Collected" in the payments summary. See the Sales Summary section of this article for more information.

 

For example, an order paid on March 10 but fulfilled on March 12 will reflect as a Deposit Sales Collected entry on March 12. This allows sales data to align with order fulfillment while acknowledging that payment happened at an earlier date.
 

To access the Deposit Sales Collected report,
 

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Scheduled Future Orders on the Sales Summary Report

Tips attributed to future orders will appear in the shift review of the day the order was placed. The payment will appear in the payments breakdown on the Sales Summary report and in non-cash tips. It will NOT appear in the Tips field at the top of the Sales Summary report until the day the order is completed.

Because the payment and tip are recorded on the order date (not the fulfillment date), it may be helpful to set aside tips from scheduled orders to allocate to employees on the day the order is fulfilled.

 

For example:

• The day the order is placed, the Sales Summary report will show Tips = $0, Paid in Total = $12.99, Credit/Non-Cash tips = -$5.00. 
• The day the order is completed, the Sales Summary report would show Tips = $5.00, Deposit Sales Collected = $12.99. 

 

To learn more about the Sales Summary report, see this Toast Central article: Sales Summary Report Overview.

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