When using Forms with Payments in the Edlio CMS, administrators can access integrated sales summaries and transaction reports directly from the Forms dashboard.
Accessing the Sales Summary report
In the CMS sidebar, navigate to Forms.
Forms configured with online payments display a distinct $ Payment badge next to the form title.
In the upper-right action bar above the forms table, click the $ Payment Reports dropdown button.
Select Sales Summary to view transaction totals, gross revenue, net deposits, and individual order item breakdowns across all payment forms.
What the Sales Summary report includes
Transaction Date & Time: Exact timestamp of each successful payment submission.
Payer Details: Customer name, billing email address, and student identification fields.
Item Breakdown: Specific items purchased (such as field trip fees, graduation tickets, or club t-shirts).
Gross & Net Totals: Total collected amounts, processing fees, and net settlement values routed to your bank account via Edlio Payments.
đĄ Best-Practice Adoption Tip: Monthly Activity Fund Reconciliation
Reconcile your Forms Sales Summary with your school bookkeeping monthly. Cross-reference the Sales Summary date range against your bank statements or Edlio Payments disbursement records to ensure all activity funds (such as yearbook pre-orders or club dues) are allocated to the correct internal general ledger accounts.
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