Sales By Tender Type

This page documents an older/sunset version of our reporting tools - for documentation on the latest version click here.

The Sales By Tender Type 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 >

Customizing Sales Reports: Learn how to create a custom filter set to optimize your report. Learn More >

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

Running The Report

By default the Sale By Tender Type 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 > Sales > Sales By Tender Type.

2. Enter the date range you wish to report on [To & From Date]. Dates should be MM/DD/YYYY in North America and DD/MM/YYYY in Australia.

3. Adjust any additional Date Type parameters, such as:

Submitted Date
Completed Date
Ship/Pickup Date
Modified Date

4. Use the Tender Type selection to adjust the report for a specific tender (Cash, Visa, MasterCard, GiftCard, etc) or view all tenders using the default All Tender Types option.

All Tender Types
Visa
MasterCard
AmericaExpress
Discover
Diners
JCB
Cash
Check
ZeroDollarInvoice
Terminal
GiftCard

(Credit card types will vary based on the card types that you accept. Only the 6 card types outlined above are available)

5. Additional filter customizations can be made using the Memorize option. Learn More >

6. Click Export as CSV to download your report.

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