From time to time it will be necessary to locate a Guest Receipt from partial or incomplete information about the check itself. For example, a single check is split by four (4) guests. One of those guests needs a copy of their receipt, but the only information available is the amount of the charge to their specific card. The Checks section of the SALIDO Bridge is best utilized to locate checks based on Check Level parameters (Date of Check, Server, Check Total, Table Number, etc.), so this type of request poses a bit of a challenge.

In these cases—when specific pieces of information about a Payment are available (e.g. the Last Four Digits or an Authorization Code) as opposed to details about a Check—the best tool for matching those details against a SALIDO check number is the Payment Detail Report.

In this example, we will generate a Payment Detail Report filtered for Payment Type > Credit Card:

1. Login to the SALIDO Bridge and select Reports from the main navigation
2. Select Payment Detail from the dropdown menu in the top left field
3. Select the appropriate date in the top middle field
4. The Payment Detail Report will auto-run and populate data in the lower portion of the screen
5. Filter for Payment Type > Credit Card
   1. Select FILTERS from the far right side of the Report Header line
   2. Uncollapse the Filter Category PAYMENT TYPE
   3. Deselect ALL Payment Types except Credit Card
   4. Click Update at the bottom of the Filters menu
6. Add or Remove Columns as desired
   1. Select COLUMNS from the far right side of the Report Header line
   2. Check or Uncheck data points as desired
   3. Click Update at the bottom of the Filters menu
7. Select the yellow-orange Three Bars icon next to the Report Name
8. Scroll down to Print & Export
9. Select AS .PDF or AS .XLSX

With this report in hand, we can manipulate the data in Excel to search or filter for the Last Four Digits of the card number, Auth Code, or whichever pieces of information are available and locate the Check Number with which the Payment is associated.

Simply enter that Check Number into the Checks section of the SALIDO Bridge, and we have our Guest Receipt!

NOTE: Although the steps above specifically filter for credit card payments, the same process can be followed to drill down on Gift Card Payments, Cash Payments, Custom Payments, or any other tender type. Play around with the report parameters (Rows, Columns, and Filters) to find what best suits individual needs.