---
title: "Payment Type Summary"
slug: "payment-type-summary"
updated: 2023-03-29T17:59:01Z
published: 2023-03-29T17:59:01Z
canonical: "docs.winedirect.com/payment-type-summary"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.winedirect.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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 will be broken down further by the card type used (American Express, Discover, Diners, JCB, Master Card, Visa).

---

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, 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. - i.e. Cash, CreditCard, GiftCard, Check, Terminal, etc. |
| Card Type | If the Tender Type is CreditCard, this will be the type of card used. - i.e., AmericanExpress, Discover, Diners, JCB, MasterCard, and Visa. |
| Amount Tendered | The dollar amount for the tender. |