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, and how much using store credit.

Use this report to reconcile your POS totals against your bank statement and shift close records at month end.

How to run the report

1. Click Reports in the left menu.
2. Click the Sales by Payment Method card.
3. Set the date range using the From and To fields, or pick a preset such as "Last 30 days" or "This month".
4. 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, or Store Credit.
• 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.

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.

Reconciliation

Use this report alongside your shift close records and bank statement:

• The Cash total should match the sum of closing cash counts 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.

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.

If you navigate away before the export finishes, go to Exports in the left menu to find and download the file there.

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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 accumulated store credit balances. For more detail on how store credit works, see Store Credit.

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.