Payment Type Summary

The Payment Type Summary report allows you to view a summary of the total dollar amount per tender type (Cash, CreditCard, GiftCard, etc). Credit card totals sill be broken down further by the card type used (American Express, Discover, Diners, JCB, Master Card, Visa).

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

Sales By Tender Type CSV: Learn what columns are included in the Payment Type Summary report. Learn More >

Running The Report

By default the Payment Type Summary report will only list tenders for 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 Summary.

2. Select the payment types (Tender Types) you'd like to run the report on.

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

4. 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 Summary CSV

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

Payment Date	The date of the specific payment made on the order.
Payment Type	The type of payment method tendered. i.e. Cash, CreditCard, GiftCard, Check, Terminal, etc.
Card Type	If the Tender Type is CreditCard this will this the type of card that was used. i.e. AmericanExpress, Discover, Diners, JCB, MasterCard, Visa.
Amount Tendered	The dollar amount for the tender.

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