Payment Method Details

Report Purpose:

The Payment Method Details Report summarizes sales by payment type (e.g., AmEx, Cash, Visa, DoorDash), showing both transaction counts and dollar amounts. It helps managers understand customer payment preferences, track gratuities and tips, and evaluate the share of total sales attributed to each payment method. This report is useful for balancing registers, reconciling deposits, and monitoring the impact of third-party payment processors.

PDF Example:

Metric Definitions:

Payment Method = The type of payment used for the transaction (e.g., AmEx, Cash, Discover, Visa, DoorDash).

Count = The number of transactions completed using that payment method.

Amount = The total dollar value of sales processed with that payment type.

Grat = Gratuities recorded as part of the payment (e.g., delivery or service gratuities).

Tips = Tips entered separately by customers and processed with the payment method.

% Amount = The percentage of total sales represented by that payment type.