Payments report

If you are on the Shopify plan or higher, you can access reports about your payments from the Reports page in your Shopify admin.

The Payments reports show you information about payments as you capture payment from the customer. There are two types of reports about this in the Payments section:

Report assumptions

Make sure you understand the assumptions for the information you see is in the Payments reports:

  • Payments reports are based on the date of capture for payments. Payments reports are the only reports based on the date of capture.
  • Canceled or deleted orders will still show up assuming that there was a payment capture at some point.
  • The metrics Refunds and Payments are exclusive from each other. If you want to know the net value of your transactions, subtract Refunds from Payments.

Payments by payment method

The Payments by payment method report shows you a breakdown of your payments by the types of payment you capture (for example, cash, external credit, store credit) from customers:

Sample payments by payment method report

Make sure you understand the terms used in the Payments reports Payments by payment method report.

Dimension/Metric Definition
Payment method The way that your customers paid for their orders.
Digital wallet The payment source if a customer made a purchase using a digital wallet.
Transaction count The number of transactions that occur in the selected date range. This can be in the form of a partial/full refund, a partial/full capture, or an authorization. For example, an order that's paid partially in cash and partially in credit, and then partially refunded accounts for three transactions on this report. An order that's authorized and separately captured accounts for two transactions. Test orders are not included.
Refunds The amount that was refunded in the selected date range. For example, if an order is placed and captured on February 1 and refunded on February 3, the refunded amount will appear on the February 3 report. The refund transaction will add to the transaction count on February 3. Test orders are not included.
Payments The amount in payments that was captured in the selected date range. It doesn’t matter when the order was placed, or whether it’s partially or fully captured, it shows the amount of money that was captured in that date range. This would only count payments that were captured in some capacity and not just authorized/unpaid.

Payments by channel

The Payments by channel report shows you the payments you capture from the Sales channels you have available in your store on a more granular level than the Payments by payment method report:

Sample payments by channel report

Make sure you understand the terms used in the Payments by channel report.

Dimension/Metric Definition
Channel name The sales channel through which you received payment.
Payment method The way that your customers paid for their orders.
Transaction count The number of transactions that occur in the selected date range. This can be in the form of a partial/full refund, a partial/full capture, or an authorization. For example, an order that's paid partially in cash and partially in credit, and then partially refunded accounts for three transactions on this report. An order that's authorized and separately captured accounts for two transactions. Test orders are not included.
Refunds The amount that was refunded in the selected date range. For example, if an order is placed and captured on February 1 and refunded on February 3, the refunded amount will appear on the February 3 report. The refund transaction will add to the transaction count on February 3. Test orders are not included.
Payments The amount in payments that was captured in the selected date range. It doesn’t matter when the order was placed, or whether it’s partially or fully captured, it shows the amount of money that was captured in that date range. This would only count payments that were captured in some capacity and not just authorized/unpaid.

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