Payment Type Detail

The Payment Type Detail report allows you to view each of the payments tendered to each order whether the order has one tendered payment (example: credit card only) or multiple tenders (example: cash & credit card or credit card and gift card). Along with the payment information, basic order information such as totals and customer information is included. Items purchased in the order are not included in the report.

Running The Report: Learn where to find the report and how to run it. Learn More >

Payment Type Detail CSV: Learn what columns are included in the Payment Type Detail report. Learn More >

Running The Report

By default the Payment Type Detail report will only list orders with one of the following Payment Statuses: Authorized, Paid, Refunded, Voided, External. Additional filters are available from the Memorize tools. Learn More >

1. Go to Reports > Financial > Payment Type Detail.

2. Adjust the dates, or click Manage Filters and Manage Reports Columns to customize your report. Learn More >

3. Click Export to queue your report for download. It will be emailed to you when ready. You can also Save As or click Actions > Schedule to schedule your report to generate on a recurring basis (Plus only). Learn More >

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Payment Type Detail CSV

Below are the columns that are in the default Payment Type Detail report.

Website	The website the purchase originated from.
Order Number	The order number assigned to the order in Vin65.
Alt Order Number	The order number for an order passed into Vin65 from another system (RMS, Amazon, etc). This will only populate for orders passed to Vin65 through webservices and cannot be manually added to an order.
Status	The Order Status currently assigned to the order. i.e Submitted, Completed, Quarantine, Cancelled, Pending, etc.
Type	The Order Type assigned to the order. i.e. Website, POS, ClubOrder, AdminPanel, etc.
Submitted Date	The date the order was placed/submitted. If you use a Completed/Paid payment model and do not authorize orders, your submitted date will be the same as your completed date.
Submitted Time	The time of day the order was placed/submitted.
Completed Date	The date that the order was marked completed. If you take payment for your orders right up front they will be marked as paid as soon as the order successfully processes payment.
Completed Time	The time of day that the order was completed.
Payment Date	The date that the tender was charged.
Payment Time	The time of day for the tender transaction.
Payment Type	The type of payment method tendered. i.e. Cash, CreditCard, GiftCard, Check, Terminal, etc.
Amount Tendered	The dollar amount for the tender.
Credit Card	If the Tender Type is CreditCard this will this the type of card that was used. i.e. AmericanExpress, Discover, Diners, JCB, MasterCard, Visa.
Card Number	An encrypted version of the card number that shows the last four digits of the card number. i.e. ************5454
Card Expiry Mo	The expiry month of the card used.
Card Expiry Yr	The expiry year of the card used.
Name On Card	The name on the card used if this was entered at the time of the transaction.
Gift Card Code	The unique code assigned to the gift card to trigger the redemption process.
Gift Card Number	The number assigned to the gift card if it was created in Vin65 using the Vin65 gift card tools. External gift cards [Valutec] will not populate a gift card number.
Gift Card Vendor	The vendor of the gift card used on the order. i.e. Vin65 or Valutec.
Points Redeemed	The number of points redeemed on the order.
Payment Terms	The payment terms assigned to a check order placed through the Admin Panel.
Ship Date	The date the order is physically shipped or Future Ship Date.
Shipping Hold Until	The date customer would like the order to be held and shipped.
Shipping Hold Reason	The reason the customer would like the order held.
Requested Delivery On	The date the customer requested the order be delivered on.
Customer Number	The customer number for the billing customer.
Bill Birth Date	Birthdate of the customer that is being billed.
Bill Name	Both the first and last name of the billing customer in a combined format. i.e: Smith, John
Bill First Name	First name of the customer that is being billed.
Bill Last Name	Last name of the customer that is being billed.
Bill Company	Company name of the customer that is being billed.
Bill Address	Address of the customer that is being billed.
Bill Address 2	The second address of the customer that is being billed.
Bill City	The city that the billing customer lives in.
Bill State	The state that the billing customer lives in. 2 Digit code - i.e: California = CA
Bill Zip	Zip code/Postal of the customer that is being billed.
Bill Phone	Phone number of the customer that is being billed.
Bill Email	Email address of the customer that is being billed.
Contact Status	Let's you know who this person is: ClubMember RepeatCustomer 1stTimCustomer
Pickup	Is the order for pickup? (YES/NO)
Pickup Location	The address of the Pickup Location.
Pickup Location Code	The internal code you set for the Pickup Location.
Ship Birth Date	Birthdate of the customer that the order is being shipped to.
Ship First Name	First name of the customer that the order is being shipped to.
Ship Last Name	Last name of the customer that the order is being shipped to.
Ship Company	Company name of the customer that the order is being shipped to.
Ship Address	Address of the customer that the order is being shipped to.
Ship Address 2	The second address of the customer that the order is being shipped to.
Ship City	City that the customer lives in that the order is being shipped to.
Ship State	State that the customer lives in where the order is being shipped to. 2 Digit code - i.e: California = CA
Ship Zip	Zip code/Postal of the customer that the order is being shipped to.
Ship Phone	Phone number of the customer that the order is being shipped to.
Ship Email	Email address of the customer that the order is being shipped to.
Sub Total	Subtotal of the order, before taxes and shipping/handling.
Deposit	If there is a bottle deposit on product(s) *(Canadian customers only)
Shipping	The amount paid in shipping.
Handling	The amount paid in handling.
Taxes	The amount paid in tax.
Total	Total amount for the order including shipping, handling, and taxes.
Tip	Tip amount for the order.
Total After Tips	The total amount after tips have been included in the total.
Sales Associate	If there is a sales associate assigned to the order.
Sales Attributes	The category or method that applies to your order. See Sales Attribute Documentation.
Club	The Club the customer belongs to.
Club Shipment	If there is a Club Shipment name for this purchase.
Corporate Batch #	The corporate batch number for this purchase.
Source	If you are using source codes to tag orders.
Sent To Fulfillment Date	The date the order was sent to an integrated fulfillment company.
Ship Date	The date the order shipped.
Tracking Number	The tracking number used to ship the order.
Picked Up Date	The date the order was picked up.
Picked Up By	The name of the person who picked up the order if it was entered when the order was picked up.
Shipment Count	The shipment count for club memberships. i.e. 1 of 4 shipments on a 4 shipment prepay membership.
Transaction Type	Refund orders will be marked as Refund in this column.
Order Notes	Notes made by the customer or admin in regards to the order (ex. Special Instructions)
Gift Message	Message written by customer to go along with order.
Is NonTaxable	Is the order Nontaxable – (Yes/No)
Wholesale Number	The Wholesale number of the customer.

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