The Payments Grouped By Method report totals the payments you received by payment method — cash, card, check, and so on — so you can see how customers are paying.
Where to Find It
Reports → Financial Reports → Payments Grouped By Method
What This Report Shows
Payment method
Amount paid by that method
Tax breakdowns and total with fees
Filters You Can Apply
Date range — based on the payment date. A single report can cover up to about 13 months at a time; to review a longer span, run consecutive ranges and combine the exported files in Excel.
Order type, order status, payment method, and client
Location — if your company has more than one location, you can limit results to specific locations. (Single-location accounts won't see this filter.)
⚠️ What This Report Already Filters Out
Note what this report leaves out automatically:
Only completed (charged) payments are counted. Pending or failed payments are not included.
Order templates and deleted orders are excluded.
Exporting
You can export the report to Excel, CSV, or PDF. Larger reports are generated in the background — you'll be notified when the file is ready to download.
Need Help?
If you have questions about the Payments Grouped By Method report, contact us at [email protected].