Payment Analysis Report

See how customers pay, your deposit-to-final split, and any refund issues.

How are you getting paid?

Payment Analysis (Reports → Payments) breaks down how money actually comes in — by method, deposits vs final payments, and refunds.

Payment Analysis Report report

What it shows

  • Cards: total payments, total amount, average payment, total refunds (with refund rate)
  • A payment by method pie and a deposits vs final payments split
  • A payment method breakdown table (transactions, total, average, share)
  • A refund summary when refunds exist

How to use it

Spot a rising refund rate early, understand your cash timing from the deposit split, and decide which payment methods to encourage. Pair with Accounts Receivable for what is still owed.

Next steps

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