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.