Sales by Payment Method

Note: This report only records data from Pending (partially paid), Processing, Complete and Closed POS orders

I/ Overview
1/ As a store manager, if you would like to check the preference of payment methods that your customers use to provide a better customer experience, or check the total sales of each payment method to reconcile with the real amount received from customers, this report is for you.

2/ To access the Location Overview report:

1 - On the Left Menu, click on Omni-channel Reports

2 - Go to POS > Sales by Payment Method

Alternative Path: Go to Omni-channel Reports > Report Dashboard > All reports > POS reports > Sales by Payment Method

The Sales by Payment Method Report page is displayed with the default view as below:

3/ Report details

On the main page, you can select metrics of the orders you would like to see in the report, based on the information you would like to see, including:

a. Location:

In this dropdown, you will select the location for which you would like to check the details of the sales performance.

b. Time range

You can set the time range in which you want to see all the orders for (From a date To another specific one)

c. Data detail

Payment Method: Payment method is used in the selected locations
Orders: Show the number of orders counted from POS paid by each payment method with the selected status during the defined period.
Total paid: Show total value of all orders paid by each payment method
Total refunded: Show total refund by each payment method
Net amount: Show actual total earned amount by each payment method. It equals Total paid - Total refund

II/ Filter Report Data

To narrow down what is shown in the analytics and the inventory list, you can use the Filter function.
1 – Click on the [Filter] button
2 – Key in details in the following filter fields:

Field Name	Type	Description

Field Name	Type	Description
Order	Input	Pre-condition: Order column is visible in the data grid Input Format: Natural number range Default Value: Blank (inactive filter) Action: When Order filter is applied, look up payment methods that have the number of orders no less than the 'from' value, and no more than the 'to' value
Total Paid	Input	Pre-condition: Total Paid is visible in the data grid Input Format: Decimal number range Default Value: Blank (inactive filter) Action: When Total Paid filter is applied, look up payment methods that have the total tax amount no less than the 'from' value, and no more than the 'to' value
Total Refunded	Input	Pre-condition: Total Refunded column is visible in the data grid Input Format: Decimal number range Default Value: Blank (inactive filter) Action: When Total Refunded filter is applied, look up payment methods that have the revenue no less than the 'from' value, and no more than the 'to' value
Net Amount	Input	Pre-condition: Net Amount column is visible in the data grid Input Format: Decimal number range Default Value: Blank (inactive filter) Action: When Net Amount filter is applied, look up payment methods that have the revenue no less than the 'from' value, and no more than the 'to' value
Payment Method	Input	Pre-condition: Payment Method column is visible in the data grid Input Format: Normal text Default Value: Blank (inactive filter) Action: When Payment Method filter is applied, look up exactly this payment method

3 – Click on the [Apply Filter] button

The system will re-generate the Report Grid & Summary Data of the payment methods that match ALL conditions of active filters.

In this report, you can select different options to customize the view, by select the Column, filter or even export to csv file in case you need to input this to your accounting or any other third party software that allows importing