Can an app track payment methods for better order management?

oliyoliko
Shopify Partner
15 0 2

Hi! We are currently using with our store, Shopify Payments and Paypal at the same time. But sometimes it´s very confusing to tell which orders where paid with Shopify payments and what orders with Paypal. Is there an App that can track how many orders we are receiving with each payment to have better order managment? 

Replies 3 (3)

Nia
Shopify Staff (Retired)
537 38 78

Hi, @!

This isn't a native feature of the Orders section yet, however I can definitely put this through as feedback to our developers on your behalf! In the mean time, the only way you can filter this is through the Analytics section of your admin -

  1. Navigate to Analytics > Reports.

     

  2. Scroll down to the Finances section and click on Finances summary.

     

  3. On the right hand side in the Payments section, you'll be able to see a breakdown of orders that were made with the different payment gateways on your website. Clicking into these will load the order numbers associated with that payment gateway.

     

I'd also like to point out the best way to differentiate whether an order has been placed through Shopify Payments or PayPal. In an order page, if you scroll down to the Timeline located below the Paid section, this is where you will see this information.

If an order has been placed with Shopify Payments, there will usually be a notification like the below -

 

 

Any orders that were placed with PayPal will have a notification like the below -

 

 

Also as you go through the Analytics section, if there is any data that you're unable to access , I would like to recommend Super Reports  Data Export which will allow you to:
- Track sales
- Gather insight into inventory
- Analyze order details
- Identify winning (and losing) products
- Monitor inventory levels

As well as a whole lot more. You can also email the reports to yourselves (and anyone else) you'd like.

Nia | Social Care @ Shopify 
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Report-Pundit
Trailblazer
319 11 21

Hi  @oliyoliko ,

I am John from Report Pundit, a reporting and analytics app in the Shopify store.

Report Pundit can summarize the payments for each payment gateway like Shopify Payments, Paypal, Amazon Pay, etc.

We can also break down the payout amount for each line item or by order name.

We have a free trial to see if Report Pundit fits your need. Our prices are merchant-friendly. Our support team can set up any custom report unique to your business. Report setup is always free.

You can reach me at support@reportpundit.com

Thanks!!

Report Pundit - Instant reports and custom dashboards

Dеnys_Mipler
Shopify Partner
57 0 3

Hey, @oliyoliko 

 

This is Denys from Mipler: Custom Reports. Nice to connect with you here!

I noticed an old topic that hasn't been marked as solved and wanted to suggest trying out our application.

 

It is possible to use our preinstalled Sales by Payment Method report:

Dnys_Mipler_0-1716472866184.png

 

Here you can find report split by the different payment methods. It can be easily filtered by date.

 

You can explore it through the following link: Mipler: Advanced Reports

We offer a free 7-day trial, and our support team is ready to create any report you need.

 

Just send us a request, and we’ll provide a complete solution promptly.

Looking forward to hearing from you soon! 🙂

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