The Payments & Refunds report expands on the Sales Summary report to show itemized transaction details. This report can be filtered by merchant and payment method type and shows:

  • Date - date of transaction

  • Merchant - merchant account credited with the payment

  • Order #

  • Method - card, cash, gift card, account balance, or other

  • Amount - transaction amount before any card fees (if applicable)

Example Payments & Refunds Report

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