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Payments & Refunds Report
Payments & Refunds Report

The payments and refunds report tracks all transactions involving payments and refunds over a specific period.

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Written by Training BLVD
Updated over a week ago

Overview

The payments and refunds report tracks all transactions involving payments and refunds over a specific period. This report helps you reconcile accounts, and ensure accurate financial reporting.

Default Metrics

Metric

Definition

Created On

Date the payment was created

Location Name

Name of location

Client Name

Name of client

Order Number

Number associated with each order

Payment Method

Method used to pay for transactions including voucher, cash, credit card, account balance, prepaid product units, or other

Note

Payment note

Transaction Amount

The amount of the payment

Customization Options

Location Name, Merchant Name

To see a detailed list by merchant, customize report data by location name and rows grouped by merchant name.

Additional Columns

It’s recommended to add additional columns for the following metrics:

  • Settled On

  • Transaction Fees

  • Card Brand

NOTE: This was formerly a beta report.

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