You can access the Sales Summary by Payment Method report by clicking the App Drawer button then clicking View All > Reports > Sales > Sales Summary by Payment Method.

The Sales Summary by Payment Method Report is a sales report that displays an overview of your sales during the selected date range, sorted by payment method. This report can be used to analyze your earnings per payment method.

View options in the Sales Summary by Payment Method Report

Option

Description

Accounting method

Determines which sales to include based on accounting method. For more information about accrual and cash accounting methods, see FAQ: Reports.

Notes:

If an account tab session pass, account tab membership, or dollar value gift card was sold along with other items or as part of a package, they won’t be displayed when Accrual is selected, because no revenue was actually recognized.
If you select the Accrual & Cash option for this filter, transactions may appear more than once on this page, which will cause an inaccurate value to be displayed in the Total Net Sales summary card.

Summary cards in the Sales Summary by Payment Method Report

Summary card	Description
Total Transactions	The total number of transactions made during the selected date range.
Returns	The total amount refunded to clients from all payment methods during the date range you’ve selected. Includes surcharge refunds, but excludes tax refunds. Displays a negative amount, unless no refunds were made during the selected date range, in which case it’ll display $0.00
Returns Tax	The sum of all refunded taxes during the date range you selected. Displays a negative amount, unless no taxes were refunded during the date range, in which case it’ll display $0.00 Only visible if taxes have been set up in your store settings.
Total Paid	The total amount of all values in the Total Paid column.

Headings in the Sales Summary by Payment Method Report

Heading	Description
Payment Method	The name of the Payment Method from the All Sales report. Clicking a payment method in this column will open the All Sales report and automatically filter it by the payment method that you clicked.
Quantity	Total number of transactions using this payment method for the date range you’ve selected. Refunded transactions are counted, but failed and voided transactions are excluded.
Total Without Tax	Sum of the Total Paid column in the Payment View of the All Sales report for rows using the associated payment method. Includes surcharges and tips. Excludes refunds and taxes.
Returns	Sum of refunds using the associated payment method during the date range you’ve selected. Values in this column will be negative. Includes refunds for surcharges, but not taxes.
Returns Tax	Sum of tax refunded for the associated payment method during the date range you’ve selected. Values in this column will be negative. Only displays if taxes are set up in your store settings.
Total Taxes	Sum of taxes paid for the associated payment method during the selected date range. Excludes refunds. Only displays if taxes are set up in your store settings. If your business only uses one custom tax, the heading name will change to the name of your custom tax.
Total Paid	The sum of the Total Without Tax and Total Taxes columns, minus the Returns and Returns Tax columns.

Advanced filters in the Sales Summary by Payment Method Report

Filter	Description
Payment Method	Use this filter to determine which sales to include in the report based on the payment methods used.
Locations	Use this filter to determine which locations to include in the report. Note: You can also use this filter to view purchases clients are making online. For example, if one of your business locations is named Location A, there will be both a Location A filter and a Location A Online filter available. The Location A filter will filter for sales made by staff members through the Elevate Staff App or who are signed into Location A for clients whose home location is Location A. The Location A Online filter will filter for purchases made through the Client Web App or the Achieve Client App by clients whose home location is Location A.
Credit card type	Use this filter to determine which transactions to include in the report based on the type of credit card used to complete the transaction.