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Sales by Payment Method
The Sales by Payment Method report shows how customers paid across any date range: how much in cash, how much by card, how much using store credit, and how much by cheque (if your store accepts cheques).
Use this report to reconcile your POS totals against your bank statement and shift close records at month end.
How to run the report
- Click Reports in the left menu.
- Click the Sales by Payment Method card.
- Set the date range using the From and To fields, or pick a preset such as "Last 30 days" or "This month".
- Click Run Report.
TIP
The report does not load automatically when you open the page.
What the table shows
Each row in the table is one payment method. The columns are:
- Payment Method: Cash, Card, Store Credit, or Cheque (if enabled for your store).
- Amount: total revenue collected using that method, after discounts and voids.
- % of Total: that method's share of the total revenue for the period.
- Txns: number of distinct sales that included a payment of this type.
Click any column header to sort the table.
The "Advance realised for the period" row
This row only appears when the Service module is turned on.
Advance realised for the period is a deposit being used up when a service job becomes a sale. It is not new money. The customer paid it earlier as cash or card, and it was already counted then.
It is highlighted because it is the figure to look for. It is split out of the Store Credit row so the same money is never counted twice, which means Store Credit only ever shows genuine store credit from returns. If every store credit payment in the period came from a service advance, the Store Credit row disappears completely and the whole amount sits on this row instead.
For more on deposits, see Service Advances.
Reading the chart
A donut chart shows each payment method as a slice of the whole. A larger slice means a larger share of total revenue. Hover over any slice to see the exact amount and number of transactions for that method.
Service advances
This section only appears when the Service module is turned on. If your store does not use service jobs, you will not see it.
Below the payment rows you get a Service advances section covering deposits taken on service jobs in the period:
- Cash advance: cash taken as deposits.
- Card advance: card taken as deposits.
- Total advance collected: cash advance plus card advance.
- Cash refund: cash given back when a job was cancelled.
- Card refund: card refunded back when a job was cancelled.
A deposit is money in, not money earned, so it is kept out of the payment rows above and shown here instead. For the full line-by-line detail, see the Service Advances report.
Cash & card reconciliation
This section only appears when the Service module is turned on.
It puts your sales and your deposits side by side so you can see the true total that passed through your till and your card terminal:
- Cash sales: cash taken on sales.
- Advance collected: cash taken as deposits.
- Advance refund: cash given back.
- Total cash in: the three figures above, netted together.
The same four figures are shown for card: Card sales, Advance collected, Advance refund, and Total card in.
Reconciliation
Use this report alongside your shift close records and bank statement:
- The Cash total should match the sum of cash counted in till from all shift closes in the same period.
- The Card total should match what your card processor deposited to your bank account, before processor fees.
If the Service module is turned on, use the Total cash in and Total card in figures from the Cash & card reconciliation section instead. Deposits pass through your till and your card terminal but are not sales, so comparing sales alone against your terminal will always leave a gap.
Exporting
When the report has results, an Export button appears. Clicking it prepares an Excel file in the background and downloads it automatically once it is ready. When the Service module is turned on, the file carries the same Service advances and reconciliation figures you see on screen.
If you navigate away before the export finishes, go to Exports in the left menu to find and download the file there.
FAQ
Q: My Cash total here does not match the sum of my shift closes. Why?
A: A few common causes. First, some sales may have happened outside a shift, which is only possible when "Require shift to sell" is turned off in Settings. Second, a void may have reduced a cash sale after the shift had already closed. The void is included in this report but not in the original shift total. Third, cash refunds also reduce this total. Reconcile your cash drawer to the shift close first, then reconcile the shift close to this report.
Q: My Card total is higher than what the bank deposited. Where is the gap?
A: Three common reasons. First, processor fees: the processor deducts fees before depositing, so this report shows the gross amount and your bank statement shows the net. Second, settlement delay: sales late in the period may clear into the next month's bank deposit. Third, chargebacks: amounts refunded to a customer's card are recorded as voids in your POS and reduce the total, but only once the void is processed.
Q: What is Store Credit exactly?
A: When you issue store credit to a customer instead of a cash refund, the customer can spend it on future purchases. The Store Credit row shows how much of the period's sales were paid using genuine store credit from returns, and nothing else. If your store uses the Service module, a service deposit being used up is not included here. It has its own "Advance realised for the period" row, so the same money is never counted twice. When every store credit payment in the period came from a service deposit, the Store Credit row disappears entirely and the full amount sits on that row instead. For more detail on how store credit works, see Store Credit.
Q: What does "Advance realised for the period" mean?
A: It is a deposit on a service job being used up when that job becomes a sale. It is not new money, it came in earlier as cash or card. It only appears when the Service module is turned on. See the Service Advances report for the detail behind it.
Q: How are sales paid with more than one method counted?
A: Each payment method is counted in its own row. A sale paid part in cash and part by card shows the cash portion against Cash and the card portion against Card. The Txns column counts that sale once in each row.
Q: Are voids and refunds reflected?
A: Yes. Voided sales reduce the amount for their original payment method.
Q: Does this include sales from offline mode?
A: Yes. Once your device reconnects and the offline sales are uploaded, they count the same as any other sale.
Q: My donut chart shows a very small slice. How do I see the exact amount?
A: Hover over the slice to see the exact amount. You can also check the table below the chart, which shows the full figures for every method.
Q: Why are there no Cash advance or Card advance slices on the donut chart?
A: This chart shows how your sales revenue was paid. An advance is money movement rather than revenue, since you have not earned it until the job is finished, so putting it on this chart would overstate what you sold. Advances are shown in their own section below the table instead, and the dashboard chart does show them so the money taken today matches what is in the drawer.
Q: Does the Cheque total mean that money has already been collected?
A: Not necessarily. A cheque only counts as collected once your bank confirms it has cleared. This report shows the sale total recorded against Cheque regardless of whether the cheque has since been marked realized or bounced. Check the Cheques page for the true status of each individual cheque.