Export Epos Now Customer Credit Report
This template gives you a good starting point and you can customise it as needed.
Run automatically or manually
You can run this flow automatically on a schedule, for example every weekday at midnight, or choose to run it manually via our dashboard when you need it.
Fetch the transactions
The flow will fetch all transaction items from your Epos Now account ready for filtering
Filter for only the customer credit purchases
The template is preset to filter out for customer credit purchases only.
See the customisations section later on this page for a full list of available filters.
Export the report
This is where you can specify what you want to export. Add as many columns as you like and you can even chain together actions for the same field.
See the customisations section later on this page for a full list of available actions.
Customisation
Learn more
Triggers are the events that start the flow.
For example, run at 6pm on Mondays, Wednesdays and Fridays.
Scheduler
Set your flow to run automatically at a specific time or interval. Choose from monthly, weekly, daily or hourly.
Manual Run
Run your flow manually using our dashboard. This is useful for testing your flow or running it on demand.
Filters allow you to apply the actions only to the objects that pass the filter criteria you specify.
For example, filter by the customer type or where the customer name contains certain characters.
Brand
Brand Description
Brand Id
Brand Name
Category
Category Description
Category Id
Category Is Wet
Category Name
Category Nominal Code
Category Parent
Category Reporting Category
Category Show On Till
Category Sort Position
Container Fee Amount
Container Fee Bottle Deposit Item I D
Container Fee Name
Customer
Customer Address
Customer Address
Customer Address County
Customer Address County
Customer Address Customer Id
Customer Address Customer Id
Customer Address Id
Customer Address Id
Customer Address Is Main Address
Customer Address Is Main Address
Customer Address Line1
Customer Address Line1
Customer Address Line2
Customer Address Line2
Customer Address Name
Customer Address Name
Customer Address Post Code
Customer Address Post Code
Customer Address Town
Customer Address Town
Customer Business Name
Customer Card Number
Customer Contact Number
Customer Contact Number 2
Customer Current Balance
Customer Current Points
Customer Customer Address
Customer Dateofbirth
Customer Email Address
Customer Expirydate
Customer Forename
Customer Id
Customer Marketing Consent Email
Customer Marketing Consent Mail
Customer Marketing Consent Phone
Customer Marketing Consent Text
Customer Max Credit
Customer Notes
Customer Referencecode
Customer Sign Up Date
Customer Sign Up Location
Customer Surname
Customer Title
Customer Title Name
Customer Title Value
Customer Type
Customer Type
Customer Type Default Expiry Length
Customer Type Default Max Credit
Customer Type Description
Customer Type Discount
Customer Type Id
Customer Type Name
Device Description
Device Id
Device Location
Device Name
Discount Reason Default Percentage
Discount Reason Id
Discount Reason Name
Location
Location Address Line 1
Location Address Line 2
Location Area
Location Area Description
Location Area Email Address
Location Area Id
Location Area Name
Location Area Parent Id
Location Bar Tab Spend Limit
Location Country Name
Location County
Location Currency Id
Location Date Format
Location Decimal Separator
Location Description
Location Email Address
Location Group Separator
Location Id
Location Is Warehouse
Location Language
Location Location Area
Location Long Time Format
Location Name
Location No Of Top Sellers
Location Number Of Bar Tabs
Location Phone Number
Location Post Code
Location Predefined Locale Settings
Location Short Time Format
Location Show Bar Tabs
Location Time Zone
Location Town
Measurement Scheme
Measurement Scheme
Multiple Choice Notes Id
Multiple Choice Notes Name
Popup Note Display Once Per Transaction
Popup Note Id
Popup Note Name
Popup Note Note
Product
Product
Product Age Restriction
Product Article Code
Product Article Code
Product Barcode
Product Barcode
Product Brand
Product Brand
Product Brand Name
Product Button Colour
Product Button Colour Id
Product Button Colour Name
Product Category
Product Category
Product Category Name
Product Colour
Product Colour
Product Colour Name
Product Container Fee Id
Product Container Fee Id
Product Container Fee Name
Product Container Fee Value
Product Cost Price
Product Cost Price Ex Tax
Product Cost Price Inc Tax
Product Cost Price Measurement Scheme Item I D
Product Cost Price Measurement Unit Volume
Product Cost Price Tax Group
Product Cost Price Tax Group Id
Product Cost Price Tax Group Name
Product Customer Product Pricing Customer Type I D
Product Customer Product Pricing Customer Type Name
Product Customer Product Pricing Eat Out Price
Product Customer Product Pricing Price I D
Product Customer Product Pricing Product I D
Product Customer Product Pricing Sale Price
Product Description
Product Description
Product Detailed Description
Product Eat Out Price
Product Eat Out Price Ex Tax
Product Eat Out Price Inc Tax
Product Eat Out Price Tax Group
Product Eat Out Price Tax Group Id
Product Eat Out Price Tax Group Name
Product Exclude From Loyalty Points Gain
Product Exclude From Loyalty Points Gain
Product Id
Product Id
Product Image Id
Product Image Main Image
Product Image Product Id
Product Image U R L
Product Is Archived
Product Is Cost Price Inc Tax
Product Is Cost Price Inc Tax
Product Is Eat Out Price Inc Tax
Product Is Eat Out Price Inc Tax
Product Is Multiple Choice Product Optional
Product Is Sale Price Inc Tax
Product Is Sale Price Inc Tax
Product Is Tax Exemptable
Product Is Variable Price
Product Is Variable Price
Product Location Area Price
Product Location Area Price Cost Price Exc Tax
Product Location Area Price Eat Out Price
Product Location Area Price Sale Price
Product Margin
Product Measurement Details Cost Price Measurement Scheme Item Id
Product Measurement Details Cost Price Measurement Unit Volume
Product Measurement Details Sale Price Measurement Scheme Item Id
Product Measurement Details Sale Price Measurement Unit Volume
Product Measurement Scheme Item I D
Product Measurement Unit Volume
Product Multi Choice Note Name
Product Multiple Choice Note
Product Multiple Choice Note
Product Name
Product Name
Product Order Code
Product Order Code
Product Order Quantity Limit
Product Popup Note
Product Popup Note
Product Popup Note Short Description
Product Product Type
Product Product Type
Product R R Price
Product Reference Code
Product Rr Price
Product Sale Price
Product Sale Price Ex Tax
Product Sale Price Inc Tax
Product Sale Price Tax Group I D
Product Sale Price Tax Group Id
Product Sale Price Tax Group Name
Product Scannable Only
Product Sell On Till
Product Sell On Till
Product Sell On Web
Product Sell On Web
Product Size
Product Sku
Product Sku
Product Sort Position
Product Supplier
Product Supplier
Product Supplier Name
Product Tare Weight
Product Tare Weight
Product Tax Exempt Eligible
Product Till Order
Product Type Name
Product Type Value
Product Unit Of Sale
Product Unit Of Sale
Product User Defined Field Id
Product User Defined Field Name
Product User Defined Field Value
Product Variant Description
Product Variant Group Id
Product Variant Id
Product Variant Item Id
Product Volume Of Sale
Product Volume Of Sale
Role
Role
Role Can Access Back Office
Role Can Access Back Office
Role Can Access Misc Products
Role Can Access Misc Products
Role Can Access Table Plan
Role Can Access Table Plan
Role Can Access Till
Role Can Access Till
Role Can Access Till Admin Options
Role Can Access Till Admin Options
Role Can Accesss Customers
Role Can Accesss Customers
Role Can Adjust Float
Role Can Adjust Float
Role Can Apply Basket Discounts
Role Can Apply Basket Discounts
Role Can Apply Item Discounts
Role Can Apply Item Discounts
Role Can Change Tab Spend Amount
Role Can Change Tab Spend Amount
Role Can Clear Transaction
Role Can Clear Transaction
Role Can Delete Unordered Items
Role Can Delete Unordered Items
Role Can Disable Service Charge
Role Can Disable Service Charge
Role Can Edit Customer Points
Role Can Edit Customer Points
Role Can Hold Transaction
Role Can Hold Transaction
Role Can Manually Select Customer
Role Can Manually Select Customer
Role Can Order Allocation Server
Role Can Order Allocation Server
Role Can Order Allocation Table Manager
Role Can Order Allocation Table Manager
Role Can Order Allocation Team Server
Role Can Order Allocation Team Server
Role Can Receive Stock
Role Can Receive Stock
Role Can Refund Items
Role Can Refund Items
Role Can Remove From Table
Role Can Remove From Table
Role Can Run End Of Day
Role Can Run End Of Day
Role Can See End Of Day Report
Role Can See End Of Day Report
Role Can Send Stock
Role Can Send Stock
Role Can Server Baking
Role Can Server Baking
Role Can Stock Take
Role Can Stock Take
Role Can Tip Out Others
Role Can Tip Out Others
Role Can Tip Out Self
Role Can Tip Out Self
Role Can Unlock Device Via Pin
Role Can Unlock Device Via Pin
Role Can Unrestricted Stock Take
Role Can Unrestricted Stock Take
Role Can Use No Sale
Role Can Use No Sale
Role Can Use Payouts
Role Can Use Payouts
Role Can Use Petty Cash
Role Can Use Petty Cash
Role Can Void Items
Role Can Void Items
Role Description
Role Description
Role Id
Role Id
Role Is Admin On Till
Role Is Admin On Till
Role Max Basket Discount Amount
Role Max Basket Discount Amount
Role Max Basket Discount Percentage
Role Max Basket Discount Percentage
Role Max Customer Credit Limit
Role Max Customer Credit Limit
Role Max Item Discount Amount
Role Max Item Discount Amount
Role Max Item Discount Percentage
Role Max Item Discount Percentage
Role Max Refund Amount
Role Max Refund Amount
Role Name
Role Name
Seating Area Description
Seating Area I D
Seating Area Location
Seating Area Name
Staff Has Swipe Card
Staff Hourly Rate
Staff I D
Staff Id
Staff Main Location Id
Staff Name
Staff Reference Code
Staff Role Id
Staff Show At All Locations
Supplier
Supplier
Supplier Address Line1
Supplier Address Line1
Supplier Address Line2
Supplier Address Line2
Supplier Contact Number
Supplier Contact Number
Supplier Contact Number2
Supplier Contact Number2
Supplier Country
Supplier Country
Supplier Description
Supplier Description
Supplier Email Address
Supplier Email Address
Supplier Id
Supplier Id
Supplier Name
Supplier Name
Supplier Post Code
Supplier Post Code
Supplier Town
Supplier Town
Supplier Type
Supplier Type
Table Height
Table I D
Table Name
Table Pos X
Table Pos Y
Table Seating Area I D
Table Seats
Table Width
Tag Id
Tag Name
Tag Type Id
Tax Group Id
Tax Group Id
Tax Group Id
Tax Group Name
Tax Group Name
Tax Group Name
Transaction Service Type Name
Transaction Service Type Value
Transaction Status Name
Transaction Status Value
Transactions Adjust Stock
Transactions Barcode
Transactions Container Fee Amount
Transactions Container Fee Amount Inc Tax
Transactions Container Fee Container Fee Id
Transactions Container Fee Name
Transactions Container Fee Rate
Transactions Customer
Transactions Date Time
Transactions Device Name
Transactions Device Id
Transactions Discount Reason
Transactions Discount Value
Transactions End Date ( Filter)
Transactions Gratuity
Transactions Id
Transactions Is Transaction Inc Tax
Transactions Item Cost Price
Transactions Item Discount Amount
Transactions Item Discount Reason Id
Transactions Item Id
Transactions Item Is Tax Exempt
Transactions Item Line Item Type
Transactions Item Misc Product Name
Transactions Item Multiple Choice Child Product Ids
Transactions Item Multiple Choice Product Id
Transactions Item Notes
Transactions Item Parent Id
Transactions Item Print On Order
Transactions Item Product Id
Transactions Item Quantity
Transactions Item Refund Reason Id
Transactions Item Tax Amount
Transactions Item Tax Group Id
Transactions Item Transaction Id
Transactions Item Unit Price
Transactions Item Unit Price Exc Tax
Transactions Non Discountable
Transactions Non Tax
Transactions Reference Code
Transactions Service Charge
Transactions Service Type
Transactions Staff
Transactions Start Date ( Filter)
Transactions Status
Transactions Table
Transactions Tax Amount
Transactions Tax Amount
Transactions Tax Name
Transactions Tax Name
Transactions Tax Rate
Transactions Tax Rate
Transactions Tax Tax Rate Id
Transactions Tax Tax Rate Id
Transactions Tenders Amount
Transactions Tenders Bin
Transactions Tenders Change Given
Transactions Tenders Is Cashback
Transactions Tenders Last 4 digits
Transactions Tenders Platform Fees
Transactions Tenders Tender Type Id
Transactions Tenders Type
Transactions Total Amount
Transactions Transaction Detail Name
Transactions Transaction Detail Print On Order
Transactions Transaction Detail Print On Receipt
Transactions Transaction Detail Show On Till
Transactions Transaction Detail Value
Transactions other Tenders amount
Transactions other Tenders item Type
Transactions other Tenders item Type Id
Unit of Sale Name
Unit of Sale Value
You can choose which columns you would like to be in the export.
You can change the column title to whatever you like and set the column order to match your export requirements.
For example, you can set the column title to “Customer Balance” and also apply transformations such as add 10%.
Brand Description
Brand Id
Brand Name
Category Button Colour
Category Description
Category Id
Category Is Wet
Category Name
Category Nominal Code
Category Parent
Category Reporting Category
Category Show On Till
Category Sort Position
Container Fee Amount
Container Fee Bottle Deposit Item I D
Container Fee Name
Customer Address County
Customer Address County
Customer Address Customer Id
Customer Address Customer Id
Customer Address Id
Customer Address Id
Customer Address Is Main Address
Customer Address Is Main Address
Customer Address Line1
Customer Address Line1
Customer Address Line2
Customer Address Line2
Customer Address Name
Customer Address Name
Customer Address Post Code
Customer Address Post Code
Customer Address Town
Customer Address Town
Customer Business Name
Customer Card Number
Customer Contact Number
Customer Contact Number 2
Customer Current Balance
Customer Current Points
Customer Customer Address
Customer Dateofbirth
Customer Email Address
Customer Expirydate
Customer Forename
Customer Id
Customer Marketing Consent Email
Customer Marketing Consent Mail
Customer Marketing Consent Phone
Customer Marketing Consent Text
Customer Max Credit
Customer Notes
Customer Referencecode
Customer Sign Up Date
Customer Sign Up Location
Customer Surname
Customer Title
Customer Title Name
Customer Title Value
Customer Type
Customer Type Default Expiry Length
Customer Type Default Max Credit
Customer Type Description
Customer Type Discount
Customer Type Id
Customer Type Name
Device Description
Device Id
Device Location
Device Name
Discount Reason Default Percentage
Discount Reason Id
Discount Reason Name
Location Address Line 1
Location Address Line 2
Location Area Description
Location Area Email Address
Location Area Id
Location Area Name
Location Area Parent Id
Location Bar Tab Spend Limit
Location Country Name
Location County
Location Currency Id
Location Date Format
Location Decimal Separator
Location Description
Location Email Address
Location Group Separator
Location Id
Location Is Warehouse
Location Language
Location Location Area
Location Long Time Format
Location Name
Location No Of Top Sellers
Location Number Of Bar Tabs
Location Phone Number
Location Post Code
Location Predefined Locale Settings
Location Short Time Format
Location Show Bar Tabs
Location Time Zone
Location Town
Measurement Scheme
Measurement Scheme
Multiple Choice Notes Id
Multiple Choice Notes Name
Popup Note Display Once Per Transaction
Popup Note Id
Popup Note Name
Popup Note Note
Product Age Restriction
Product Article Code
Product Article Code
Product Barcode
Product Barcode
Product Brand
Product Brand
Product Brand Name
Product Button Colour
Product Button Colour Id
Product Button Colour Name
Product Category
Product Category
Product Category Name
Product Colour
Product Colour
Product Colour Name
Product Container Fee Id
Product Container Fee Id
Product Container Fee Name
Product Container Fee Value
Product Cost Price
Product Cost Price Ex Tax
Product Cost Price Inc Tax
Product Cost Price Measurement Scheme Item I D
Product Cost Price Measurement Unit Volume
Product Cost Price Tax Group
Product Cost Price Tax Group Id
Product Cost Price Tax Group Name
Product Customer Product Pricing Customer Type I D
Product Customer Product Pricing Customer Type Name
Product Customer Product Pricing Eat Out Price
Product Customer Product Pricing Price I D
Product Customer Product Pricing Product I D
Product Customer Product Pricing Sale Price
Product Description
Product Description
Product Detailed Description
Product Eat Out Price
Product Eat Out Price Ex Tax
Product Eat Out Price Inc Tax
Product Eat Out Price Tax Group
Product Eat Out Price Tax Group Id
Product Eat Out Price Tax Group Name
Product Exclude From Loyalty Points Gain
Product Exclude From Loyalty Points Gain
Product Id
Product Id
Product Image Id
Product Image Main Image
Product Image Product Id
Product Image U R L
Product Is Archived
Product Is Cost Price Inc Tax
Product Is Cost Price Inc Tax
Product Is Eat Out Price Inc Tax
Product Is Eat Out Price Inc Tax
Product Is Multiple Choice Product Optional
Product Is Sale Price Inc Tax
Product Is Sale Price Inc Tax
Product Is Tax Exemptable
Product Is Variable Price
Product Is Variable Price
Product Location Area Price
Product Location Area Price Cost Price Exc Tax
Product Location Area Price Eat Out Price
Product Location Area Price Sale Price
Product Margin
Product Measurement Details Cost Price Measurement Scheme Item Id
Product Measurement Details Cost Price Measurement Unit Volume
Product Measurement Details Sale Price Measurement Scheme Item Id
Product Measurement Details Sale Price Measurement Unit Volume
Product Measurement Scheme Item I D
Product Measurement Unit Volume
Product Multi Choice Note Name
Product Multiple Choice Note
Product Multiple Choice Note
Product Name
Product Name
Product Order Code
Product Order Code
Product Order Quantity Limit
Product Popup Note
Product Popup Note
Product Popup Note Short Description
Product Product Type
Product Product Type
Product R R Price
Product Reference Code
Product Rr Price
Product Sale Price
Product Sale Price Ex Tax
Product Sale Price Inc Tax
Product Sale Price Tax Group I D
Product Sale Price Tax Group Id
Product Sale Price Tax Group Name
Product Scannable Only
Product Sell On Till
Product Sell On Till
Product Sell On Web
Product Sell On Web
Product Size
Product Sku
Product Sku
Product Sort Position
Product Supplier
Product Supplier
Product Supplier Name
Product Tare Weight
Product Tare Weight
Product Tax Exempt Eligible
Product Till Order
Product Type Name
Product Type Value
Product Unit Of Sale
Product Unit Of Sale
Product User Defined Field Id
Product User Defined Field Name
Product User Defined Field Value
Product Variant Description
Product Variant Group Id
Product Variant Id
Product Variant Item Id
Product Volume Of Sale
Product Volume Of Sale
Role Can Access Back Office
Role Can Access Back Office
Role Can Access Misc Products
Role Can Access Misc Products
Role Can Access Table Plan
Role Can Access Table Plan
Role Can Access Till
Role Can Access Till
Role Can Access Till Admin Options
Role Can Access Till Admin Options
Role Can Accesss Customers
Role Can Accesss Customers
Role Can Adjust Float
Role Can Adjust Float
Role Can Apply Basket Discounts
Role Can Apply Basket Discounts
Role Can Apply Item Discounts
Role Can Apply Item Discounts
Role Can Change Tab Spend Amount
Role Can Change Tab Spend Amount
Role Can Clear Transaction
Role Can Clear Transaction
Role Can Delete Unordered Items
Role Can Delete Unordered Items
Role Can Disable Service Charge
Role Can Disable Service Charge
Role Can Edit Customer Points
Role Can Edit Customer Points
Role Can Hold Transaction
Role Can Hold Transaction
Role Can Manually Select Customer
Role Can Manually Select Customer
Role Can Order Allocation Server
Role Can Order Allocation Server
Role Can Order Allocation Table Manager
Role Can Order Allocation Table Manager
Role Can Order Allocation Team Server
Role Can Order Allocation Team Server
Role Can Receive Stock
Role Can Receive Stock
Role Can Refund Items
Role Can Refund Items
Role Can Remove From Table
Role Can Remove From Table
Role Can Run End Of Day
Role Can Run End Of Day
Role Can See End Of Day Report
Role Can See End Of Day Report
Role Can Send Stock
Role Can Send Stock
Role Can Server Baking
Role Can Server Baking
Role Can Stock Take
Role Can Stock Take
Role Can Tip Out Others
Role Can Tip Out Others
Role Can Tip Out Self
Role Can Tip Out Self
Role Can Unlock Device Via Pin
Role Can Unlock Device Via Pin
Role Can Unrestricted Stock Take
Role Can Unrestricted Stock Take
Role Can Use No Sale
Role Can Use No Sale
Role Can Use Payouts
Role Can Use Payouts
Role Can Use Petty Cash
Role Can Use Petty Cash
Role Can Void Items
Role Can Void Items
Role Description
Role Description
Role Id
Role Id
Role Is Admin On Till
Role Is Admin On Till
Role Max Basket Discount Amount
Role Max Basket Discount Amount
Role Max Basket Discount Percentage
Role Max Basket Discount Percentage
Role Max Customer Credit Limit
Role Max Customer Credit Limit
Role Max Item Discount Amount
Role Max Item Discount Amount
Role Max Item Discount Percentage
Role Max Item Discount Percentage
Role Max Refund Amount
Role Max Refund Amount
Role Name
Role Name
Seating Area Description
Seating Area I D
Seating Area Location
Seating Area Name
Staff Has Swipe Card
Staff Hourly Rate
Staff Id
Staff Main Location Id
Staff Name
Staff Reference Code
Staff Role Id
Staff Show At All Locations
Supplier Address Line1
Supplier Address Line1
Supplier Address Line2
Supplier Address Line2
Supplier Contact Number
Supplier Contact Number
Supplier Contact Number2
Supplier Contact Number2
Supplier Country
Supplier Country
Supplier Description
Supplier Description
Supplier Email Address
Supplier Email Address
Supplier Id
Supplier Id
Supplier Name
Supplier Name
Supplier Post Code
Supplier Post Code
Supplier Town
Supplier Town
Supplier Type
Supplier Type
Table Height
Table I D
Table Name
Table Pos X
Table Pos Y
Table Seating Area I D
Table Seats
Table Width
Tag Id
Tag Name
Tag Type Id
Tax Group Id
Tax Group Id
Tax Group Id
Tax Group Name
Tax Group Name
Tax Group Name
Transaction Service Type Name
Transaction Service Type Value
Transaction Status Name
Transaction Status Value
Transactions Adjust Stock
Transactions Barcode
Transactions Container Fee Amount
Transactions Container Fee Amount Inc Tax
Transactions Container Fee Container Fee Id
Transactions Container Fee Name
Transactions Container Fee Rate
Transactions Customer
Transactions Date Time
Transactions Device Name
Transactions Device Id
Transactions Discount Reason
Transactions Discount Value
Transactions Gratuity
Transactions Id
Transactions Is Transaction Inc Tax
Transactions Item Cost Price
Transactions Item Discount Amount
Transactions Item Discount Reason Id
Transactions Item Id
Transactions Item Is Tax Exempt
Transactions Item Line Item Type
Transactions Item Misc Product Name
Transactions Item Multiple Choice Child Product Ids
Transactions Item Multiple Choice Product Id
Transactions Item Notes
Transactions Item Parent Id
Transactions Item Print On Order
Transactions Item Product Id
Transactions Item Quantity
Transactions Item Refund Reason Id
Transactions Item Tax Amount
Transactions Item Tax Group Id
Transactions Item Transaction Id
Transactions Item Unit Price
Transactions Item Unit Price Exc Tax
Transactions Non Discountable
Transactions Non Tax
Transactions Reference Code
Transactions Service Charge
Transactions Service Type
Transactions Staff
Transactions Status
Transactions Table
Transactions Tax Amount
Transactions Tax Amount
Transactions Tax Name
Transactions Tax Name
Transactions Tax Rate
Transactions Tax Rate
Transactions Tax Tax Rate Id
Transactions Tax Tax Rate Id
Transactions Tenders Amount
Transactions Tenders Bin
Transactions Tenders Change Given
Transactions Tenders Is Cashback
Transactions Tenders Last 4 digits
Transactions Tenders Platform Fees
Transactions Tenders Tender Type Id
Transactions Tenders Type
Transactions Total Amount
Transactions Transaction Detail Name
Transactions Transaction Detail Print On Order
Transactions Transaction Detail Print On Receipt
Transactions Transaction Detail Show On Till
Transactions Transaction Detail Value
Transactions other Tenders amount
Transactions other Tenders item Type
Transactions other Tenders item Type Id
Unit of Sale Name
Unit of Sale Value