The Payment Method Summary report organizes revenue by Payment Method for a specified date or date range.
From the Reports (menu) > Find Reports > Transactions/Financials (left menu), the Payment Method Summary report can be found under the Transactions Research tab.
- 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.
Save this as a frequently used report! Click the heart (icon)next to a report name, the heart will change to redand the report will be listed under the Reports (menu) > My Reports for quick and easy access!
Use the Search Criteria to narrow down results to the payments you want to work with.
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.