Payment Type Reports
Payment Type Reports
Section titled “Payment Type Reports”Payment Type Reports break down your revenue by how customers paid — cash, credit/debit card, check, store credit, or other methods. These reports help you reconcile payment processors, track cash handling, and understand customer payment preferences.
Payment Type Summary
Section titled “Payment Type Summary”A high-level view of revenue grouped by payment method for any date range.
Running the Report
Section titled “Running the Report”- Navigate to Reports → Payment Type Summary in the sidebar.
- Select your shop.
- Set the start date and end date.
- Click Generate Report.
What’s Included
Section titled “What’s Included”One row per payment method:
| Column | Description |
|---|---|
| Payment Method | Cash, Card, Check, Store Credit, Stripe, Other |
| Transaction Count | Number of transactions using this method |
| Revenue | Total revenue collected via this method |
| Tax | Tax collected on these transactions |
| % of Total | This method’s share of total revenue |
The summary also shows a total row at the bottom and a visual bar chart of payment method distribution.
Common Uses
Section titled “Common Uses”- Cash drawer reconciliation — Compare the “Cash” total against your physical drawer count.
- Card processor reconciliation — Match the “Card” total against your merchant processor settlement report.
- Stripe reconciliation — Match “Stripe” totals against your Stripe dashboard payouts.
- Payment trend tracking — See if customers are shifting from cash to card over time.
Detail Report
Section titled “Detail Report”Every individual transaction listed and grouped by payment method. This is the report to run when you need to find a specific transaction or verify a disputed payment.
Running the Report
Section titled “Running the Report”- Navigate to Reports → Payment Type Detail in the sidebar.
- Select your shop and date range.
- Click Generate Report.
What’s Included
Section titled “What’s Included”Transactions are grouped under payment method headers. Each transaction row shows:
| Column | Description |
|---|---|
| Date/Time | When the transaction was completed |
| Reference | Ticket number or POS receipt number |
| Customer | Customer name or “Walk-in” |
| Source | Invoice or POS |
| Amount | Transaction amount before tax |
| Tax | Tax collected |
| Total | Amount including tax |
Each payment method group has a subtotal row, and there’s a grand total at the bottom of the report.
- Finding a disputed charge — Use the Detail Report for the date in question. Filter or search by customer name or reference number to locate the exact transaction.
- Cash discrepancy investigation — If the Summary Report shows a cash total that doesn’t match your drawer, the Detail Report lists every cash transaction so you can identify the discrepancy.
Monthly Report
Section titled “Monthly Report”Month-over-month payment method trends. Shows how payment method distribution changes over time.
Running the Report
Section titled “Running the Report”- Navigate to Reports → Monthly Payment Type in the sidebar.
- Select your shop and the number of months to include (3, 6, or 12).
- Click Generate Report.
What’s Included
Section titled “What’s Included”A grid with months as columns and payment methods as rows:
| Jan 2026 | Feb 2026 | Mar 2026 | Trend | |
|---|---|---|---|---|
| Cash | $4,200 | $3,800 | $3,500 | ↓ |
| Card | $8,100 | $8,900 | $9,200 | ↑ |
| Check | $600 | $450 | $500 | — |
| Stripe | $2,300 | $2,700 | $3,100 | ↑ |
The “Trend” column shows the direction of change (increasing, decreasing, or stable) based on a simple linear trend across the selected months.
Common Uses
Section titled “Common Uses”- Identify payment shifts — If card payments are increasing while cash is decreasing, you may want to optimize your card processing fees or negotiate better rates.
- Seasonal patterns — Some shops see more check payments from corporate clients in certain months.
- Stripe adoption tracking — If you recently enabled online payments via the customer portal, the Monthly Report shows how quickly customers are adopting it.
Payment Methods
Section titled “Payment Methods”RepairOps tracks the following payment methods across both invoices and POS:
| Method | Source | Description |
|---|---|---|
| Cash | Invoice + POS | Physical cash payment |
| Card | Invoice + POS | Credit or debit card (in-person terminal) |
| Check | Invoice + POS | Paper check |
| Store Credit | POS | Store credit or gift card |
| Stripe | Invoice | Online payment via customer portal |
| Other | Invoice + POS | Any other payment method |
Exporting
Section titled “Exporting”All payment reports support CSV and PDF export. See Exporting Reports for format details.