Payment Type Detail
- 29 Mar 2023
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Payment Type Detail
- Updated on 29 Mar 2023
- 5 Minutes to read
- Print
- DarkLight
- PDF
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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.
By default, the Payment Type Detail report will only list orders with one of the following Payment Statuses: Authorized, Paid, Refunded, Voided, or External. Additional filters are available from the Memorize tools.
1. Go to Reports > Financial > Payment Type Detail.
2. Adjust the dates, or click Manage Filters and Manage Reports Columns to customize your report.
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 regularly.
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 is 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 web services and cannot be manually added to an order. |
| Status | The Order Status is currently assigned to the order.
|
| Type | The Order Type assigned to the order.
|
| Submitted Date | The date the order was placed/submitted. If you use a Completed/Paid payment model and do not authorize charges, your proposed 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 them. |
| 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.
|
| Amount Tendered | The dollar amount for the tender. |
| Credit Card | If the Tender Type is CreditCard, this will be the type of card used.
|
| Card Number | An encrypted version of the card number shows the card's last four digits.
|
| 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 triggers the redemption process. |
| Gift Card Number | The number assigned to the gift card is 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 order.
|
| Points Redeemed | The number of points redeemed on order. |
| Payment Terms | The payment terms are 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. |
| Customer Number | The customer number for the billing customer. |
| Bill Birth Date | Birthdate of the customer that is being billed. |
| Bill Name | The billing customers' first and last names are in a combined format.
|
| 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.
|
| 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 you know who this person is:
|
| 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 to whom the order is being shipped. |
| 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 to whom the order is being shipped. |
| Ship Address | Address of the customer that the order is being shipped. |
| Ship Address 2 | The second address of the customer that the order is being shipped to. |
| Ship City | A city that the customer lives in that the order is being shipped to. |
| Ship State | State that the customer lives where the order is being shipped to.
|
| Ship Zip | Zip code/Postal of the customer that the order is being shipped to. |
| Ship Phone | Phone number of the customer to whom the order is being shipped. |
| Ship Email | Email address of the customer that the order is being shipped. |
| Sub Total | Subtotal of the order, before taxes and shipping/handling. |
| Deposit | If there is a bottle deposit on the product(s) *(Canadian customers only) |
| Shipping | The amount paid in shipping. |
| Handling | The amount paid in handling. |
| Taxes | The amount paid in tax. |
| Total | The total amount for the order, including shipping, handling, and taxes. |
| Tip | Tip amount for the order. |
| Total After Tips | The total amount after tips has 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. |
| 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.
|
| Transaction Type | Refund orders will be marked as Refund in this column. |
| Order Notes | Notes made by the customer or admin regarding the order (ex., Special Instructions) |
| Gift Message | A message customer wrote a message to go along with the order. |
| Is NonTaxable | Is the order Nontaxable – (Yes/No) |
| Wholesale Number | The Wholesale number of the customer. |
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