Payment Method Summary Report

The Payment Method Summary report (Reports > Transactions / Financials > Transactions Research or Reports > All Reports) organizes revenue by Payment Method for a specified date or date range.

With this report, you can:

  • Analyze revenue by Payment Method for each Category 1.
  • Reconcile payments received for the day. 
  • Review refunds processed on a certain day or during a specified time period.

Search Criteria

Use the Search Criteria to narrow down results to the payments you want to work with.

Leaving a field blank is the same as saying "all". 

Display Settings

Before submitting for results, you can adjust the following settings:

  • Show Refunds
  • Show Category 1 Sub-totals
  • Report Output Format

The Payment Method Summary report is a summary version of the Deposit Slip. If you need more details for reconciliation, try using the Deposit Slip.