Payment Type Summary
- 29 Mar 2023
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Payment Type Summary
- Updated on 29 Mar 2023
- 1 Minute to read
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- DarkLight
- PDF
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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 will be broken down further by the card type used (American Express, Discover, Diners, JCB, Master Card, Visa).
By default, the Payment Type Summary report will only list tenders for 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 Summary.
2. Select the payment types (Tender Types) you want to run the report.
3. Adjust the dates, or click Manage Filters and Manage Reports Columns to customize your report.
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 regularly.
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 order. |
|---|---|
| Payment Type | The type of payment method tendered.
|
| Card Type | If the Tender Type is CreditCard, this will be the type of card used.
|
| Amount Tendered | The dollar amount for the tender. |
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