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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

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 tender.
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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