The Sales By Payment Method Report shows the amounts collected from each payment method, such as cash, credit card, bank transfer, and more. It helps you identify the most used payment methods, total sales, returns, and other key details.
ℹ️ Note: The Sales By Payment Method Report does not include outstanding payments received from customers. To view outstanding customer balances, check the Customer Debit Lifetime Report.
Accessing the Report
Go to Reports > Sales > Sales By Payment Method Report.
Click the report to view details.
Searching in the Report
Search by payment method name to view its details.
Filtering Results
Click Filter.
You can filter results by:
Date range
Payment method
Location
Employee name
Click Apply.
Sorting Data
Click the Sort by field.
Select the sorting option you prefer.
Report Data
Payment Method | The payment method used to collect amounts. |
Location | The branch where the sale took place. |
Employee | The employee who collected the amounts using the payment method. ℹ️ Note: If more than one employee used the payment method, the name will appear as All Employees. |
Total Sales Transactions | The number of completed sales made using the payment method. |
Total Sales Amount (Tax Inclusive) | The total sales value without deducting returns for the payment method. |
Total Return Transactions | The number of completed return transactions using the payment method. |
Total Return Amount (Tax Inclusive) | The total refunded amount through the payment method. |
Total Transactions | The total completed sales transactions using the payment method. |
Sales (Tax Inclusive) | The net sales value after deducting returns for the payment method. |
ℹ️ Note: The table contains multiple columns. Use the horizontal scroll bar to view them all.
Exporting the Report
Click Export.
Select xlsx.
The Excel file will be downloaded to your device.
FAQs
1. How can I display transactions collected by a specific employee?
Click Filter, enter the employee’s name, and then click Apply to display their transactions.
2. Do outstanding (credit) sales amounts appear in this report on the invoice date or when the customer pays?
Outstanding sales amounts are reflected on the invoice date and are counted in sales totals.
3. What’s the difference between this report and the collected amounts shown on the dashboard regarding credit invoices?
Sales By Payment Method Report: Records figures at the time of sale and does not change when the customer pays later.
Collected Amounts (Dashboard): Updates when the customer actually pays the outstanding invoice.
4. How can I find total cash sales (or any other method) for a specific period?
In the Sales By Payment Method Report, click Filter > Select the date range and payment method > Apply.
5. Why don’t I see all data in the report?
Use the horizontal scroll bar at the bottom of the table to view all data, or click Export to see the complete details in Excel.