Payment Type Report
The Payment Type Report shows your sales broken down by payment method (e.g., cash, credit card, check). Use it to see how customers are paying and to reconcile totals for each payment type.
Running the Report
- Go to Report > Payment Type Report.
- Select a Start Date and End Date for the period you want to review.
- Click Generate to run the report.
What You'll See
Summary Table
A high-level overview of each payment method used during the selected period:
| Column | Description |
|---|---|
| Payment Method | The name of the payment method (e.g., Cash, Visa) |
| # Transactions | Total number of transactions for that method |
| Total | Combined sale total for that payment method |
| Tax | Total tax collected |
| Discounts | Total discounts applied |
| CC Fees | Total credit card processing fees charged |
A Grand Totals row appears at the bottom summarizing all payment methods combined.
Transaction Details
Below the summary, you'll find a detailed table for each payment method listing every individual transaction:
| Column | Description |
|---|---|
| Sale # | The transaction ID |
| Date | Date and time of the transaction |
| Total | Sale total |
| Tax | Tax amount |
| Discount | Discount amount |
Printing the Report
Click the Print button to open your browser's print dialog. You can print a physical copy or save the report as a PDF from the print dialog.
Tips
- Use this report at the end of the day to reconcile each payment type against your register drawer and credit card terminal batches.
- Compare the CC Fees column against your payment processor statements to verify fee accuracy.
- The report header displays your shop name and the date range for easy reference on printed copies.