Which payment type did customer choose?

Solved
Dirky
Excursionist
35 0 3

Is it possible to see a report for payment types?

i.e. to see how many pay with G payments, Apple Pay, credit card etc?

 

Thanks

 

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Helen
Shopify Staff
Shopify Staff
1183 154 193

Hi, @Dirky

 

I’m Helen from Shopify Support. Great question.

 

A breakdown of your payment types can be seen within the Payments report of the Finances section of your Analytics as seen below: 

 

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Within the  Payments report, you can set a time frame, and it will generate a report showing the following:

 


20-04-x2t98-aquur

 

You can choose to view your payment per sales channel, as well as further sort each payment column by type clicking on the title of the column here, for example:

 

20-04-ya8xv-lt34r

 

For further information about the reports available to you, please review the Help Doc on Shopify Analytics. 


Let me know if you have any further questions!

 

Helen | Social Care @ Shopify 
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Dirky
Excursionist
35 0 3

Hi Helen,

Unless I am mistaken this does not show Apple Pay payments, can you confirm this?

Regards
Mike

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Helen
Shopify Staff
Shopify Staff
1183 154 193

This is an accepted solution.

Hi, @Dirky

 

The Payments report will specify when Apply Pay was used as a payment method. Apple Pay is part of the accelerated checkout, and so it will be indicated within the second column (accelerated checkout) of the report.

 

Let me know if you have any further questions. 

Helen | Social Care @ Shopify 
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 - Was your question answered? Mark it as an Accepted Solution
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Muriko
New Member
2 0 0

It shows only the total amount. Would it be possible to see for each order separately?

For example in the finance (sales) report?

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Helen
Shopify Staff
Shopify Staff
1183 154 193

Hey, @Muriko. Welcome to the Community. Thanks for your question!

 

To see which orders are associated with the total type of payment, you can click directly on the payment type in the Finances Summary report as seen in the example below:

 

20-11-1852l-7i2ud

 

Another way to see which payment type was used for which order, is to export Orders to a CSV file. The attributes of each order will be presented in a spreadsheet, including the type of payment used. 

 

Does that help?

Helen | Social Care @ Shopify 
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Muriko
New Member
2 0 0

Thank you for your reply, @Helen 

In this spreadsheet, the payment type for POS sales is always the same (custom), with no difference between cash or card.

Is there a way to see in CSV file also this difference?

 

 

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Helen
Shopify Staff
Shopify Staff
1183 154 193

You're welcome, @Muriko. I'm happy to help! You are referring to the Order CSV spreadsheet, correct?

 

A payment type identified as ‘Custom’ for your POS orders would have been a payment method set up manually for methods such as checks, store credit, or third-party terminals. Therefore, if your custom method is due to a third party payment terminal, you can set it up to be more specific and identify it as ‘Credit Card’ or even as specific as the type of card used as well. You can read more about this in Setting up a custom payment method.

 

That being said, orders that were processed as cash should then show ‘Cash’ as the payment type in your Order CSV, so let’s investigate this further. 

  • Did you export all orders? Or was it just for specific ones or timeframes? 
  • Do the order timelines for your POS transactions show some orders processed in 'Cash'? See example below:

 

20-11-kjyfy-mecrx

 

Helen | Social Care @ Shopify 
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johnuwp
Tourist
3 0 2

I'm just going to chime in here and say this conversation was cut short short by focusing on cash, when OP asked about Google Pay in particiular. I found this with the same question - so:

How do we see which percentage of customers chose Google Pay, Apple Pay, without seeing 'credit card' or 'custom' or 'something accelerated that could be 3 things'? Is this possible? I have a potential issue which knowing that percentage is very very helpful in locating.

Any clues? Ta

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Helen
Shopify Staff
Shopify Staff
1183 154 193

Hey, @johnuwp. Thanks for chiming in!

 

Yes, it is possible to distinguish between the types of accelerated checkout payment methods. The type of payment used, like Google Pay or Apple Pay, will be listed in the accelerated payment column within your finance reports. This is mentioned within the ‘Accepted solution’ posted on 04-08-2020

 

From there, you can then use the data to calculate a percentage. If you’re familiar with, and comfortable using spreadsheets, you can even export your Payments report to a CSV to help do the calculations more easily.

 

Let me know if this helps!

Helen | Social Care @ Shopify 
 - Was my reply helpful? Click Like to let me know! 
 - Was your question answered? Mark it as an Accepted Solution
 - To learn more visit the Shopify Help Center or the Shopify Blog

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