Export Epos Now Customer Credit Report
This is the export for the customer credit report in the back office. Add filters and additional columns to build you own custom flow.
What this template is ready to do.
- Uses
- Transactions Item
- Definition
- 4 dashboard stages
- Run control
- Manual or scheduled
The dashboard definition, from trigger to finished export.
Every stage below comes directly from this template in the Slynk dashboard.
- 01trigger
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. - 02fetch
Fetch the transactions
The flow will fetch all transaction items from your Epos Now account ready for filtering - 03filter
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. - 04action
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.
A recurring data delivery needs to be reliable.
- You need transactions item outside the POS regularly.
- The recipient needs selected, renamed or joined fields rather than a basic export.
- The result should run manually or arrive on a dependable schedule.
- Product
- Flow
- What it does
- Export data
- POS platform
- Eposnow
- Uses
- Transactions Item
- Starting point
- Ready to adapt
Start here. Make it fit the business.
This is the dashboard-owned list of triggers, filters and export columns available for this exact template. Learn how customisation works.
Choose what starts the workflow
Triggers are the events that start this template. Use a dependable schedule or keep control with a manual run.
Scheduler
Run automatically at a specific time or interval: monthly, weekly, daily or hourly.
Manual run
Start the template from the dashboard for testing or whenever it is needed on demand.
Fields you can filter on
Use one or more conditions to target only the records that matter. Related POS information is available without building a separate integration.
Browse all 556 fields by POS data group.
Brands4 fields
Colours3 fields
Container fees3 fields
Customers50 fields
Devices4 fields
Discount reasons3 fields
Locations33 fields
Measurements2 fields
Multiple-choice notes2 fields
Other POS data28 fields
Parent categories11 fields
Popup notes4 fields
Products143 fields
Refund reasons4 fields
Reporting categories11 fields
Root categories11 fields
Seating4 fields
Staff9 fields
Staff roles92 fields
Suppliers26 fields
Tables8 fields
Tax groups6 fields
Transactions93 fields
Units of sale2 fields
Columns you can export
Select the POS fields that should appear in the output, then rename, order and format the columns for the destination.
Browse all 537 fields by POS data group.
Brands3 fields
Colours3 fields
Container fees3 fields
Customers46 fields
Devices4 fields
Discount reasons3 fields
Locations31 fields
Measurements2 fields
Multiple-choice notes2 fields
Other POS data28 fields
Parent categories10 fields
Popup notes4 fields
Products140 fields
Refund reasons4 fields
Reporting categories10 fields
Root categories10 fields
Seating4 fields
Staff9 fields
Staff roles90 fields
Suppliers24 fields
Tables8 fields
Tax groups6 fields
Transactions91 fields
Units of sale2 fields
Know what happens before the first run.
More transactions item jobs to explore.
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View templateExport Epos Now sales summary reports
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View templateMake this delivery automatic.
Choose a Flow plan to start from this template, then tailor the fields, schedule and delivery.