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.
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".
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.