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# Payment Reports

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This article covers the Payment reports available in the **Reports** app. Payment reports can help you track payment details, cash drawer activity, deposits, and more.

In the **Payment Summary** and **Payment Details** reports, payments and refunds are included based on the date they occurred.

In most cases, payments occur on the sale date, but the payment may occur on a different date if:

- A deposit was collected before the appointment and the sale was closed on a later date

- The sale was reopened on a different date and another payment was added

- The sale date is changed after the payment is completed

## Link copiedPayment Summary ReportLink copied

The **Payment Summary** report includes quantities and totals of payments by [payment method](/learn/payment-types/). This report also includes membership usage, package usage, and refunds.

- **Credit Card (in-person):** Transactions where a card is used in person (tap, insert, or swipe).

- **Credit Card (virtual):** Transactions where a card is not used in person (cards on file, deposits, [Self Checkout](/learn/client-self-check-out/), [Express Booking™](/learn/help-articles/calendar/express-booking/)).

The table below provides more information on the different columns in the **Payment Summary** report.

| Column             | Description                                           |
| ------------------ | ----------------------------------------------------- |
| **Payment Method** | The payment method that was used.                     |
| **# Payments**     | The number of completed payments.                     |
| **Amount**         | The payment total.                                    |
| **Other**          | Specifies membership or package usage.                |
| **Usages**         | The number of times a membership or package was used. |
| **Amount**         | The value of the applied memberships or packages.     |

## Link copiedPayment Details ReportLink copied

The **Payment Details** report includes details such as payment method, payment amount, and refunds.

Download the Excel report to see additional details, including services, products, packages sold, card brand (e.g. Visa), processing cost, and sale notes.

The table below provides more information on the different columns in the **Payment Details** report.

| Column              | Description                                                             |
| ------------------- | ----------------------------------------------------------------------- |
| **Sale #**          | The sale where the payment was completed.                               |
| **Date**            | The date the payment was completed.                                     |
| **Client**          | The client who completed the payment.                                   |
| **Staff Member(s)** | The staff members assigned to the sale where the payment was completed. |
| **Amount**          | The payment total.                                                      |
| **Payment Method**  | The payment method that was used.                                       |
| **Payment Account** | The [payment account](/learn/payment-accounts/) that was used.          |
| **Sale Total**      | The sale total.                                                         |

## Link copiedCash Drawer Activity ReportLink copied

The **Cash Drawer Activity** report is available if the [Cash Drawer](/learn/help-articles/payments/cash-drawer/) app is enabled. This report includes all cash payments and refunds, cash drawer pay-ins/pay-outs, and manual adjustments to the cash drawer.

The table below provides more information on the different columns in the **Cash Drawer Activity** report.

| Column      | Description                                                                                                  |
| ----------- | ------------------------------------------------------------------------------------------------------------ |
| **Date**    | The date the cash drawer activity occurred.                                                                  |
| **Type**    | The type of cash drawer activity that occurred.                                                              |
| **Details** | The details of the cash drawer activity. Includes descriptions entered for cash drawer pay-ins and pay-outs. |
| **Amount**  | The cash drawer activity amount.                                                                             |

## Link copiedDeposits Collected ReportLink copied

The **Deposits Collected** report includes deposits collected via [online booking](/learn/help-articles/online-booking/) or [Express Booking™](/learn/help-articles/calendar/express-booking/).

The table below provides more information on the different columns in the **Deposits Collected** report.

| Column              | Description                                                    |
| ------------------- | -------------------------------------------------------------- |
| **Payment Date**    | The date the deposit was collected.                            |
| **Sale #**          | The sale where the deposit was collected.                      |
| **Client**          | The client who paid the deposit.                               |
| **Payment Account** | The [payment account](/learn/payment-accounts/) that was used. |
| **Deposit Amount**  | The deposit amount.                                            |

## Link copiedDeposits Used ReportLink copied

The **Deposits Used** report includes used deposits based on their associated sale date.

The table below provides more information on the different columns in the **Deposits Used** report.

| Column              | Description                                                    |
| ------------------- | -------------------------------------------------------------- |
| **Sale Date**       | The date of the sale where the deposit was collected.          |
| **Sale #**          | The sale where the deposit was collected.                      |
| **Client**          | The client who paid the deposit.                               |
| **Payment Account** | The [payment account](/learn/payment-accounts/) that was used. |
| **Deposit Amount**  | The deposit amount.                                            |

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