# Payments

***

### Payment Receipts By Payment Type Report

This report shows Payments segmented by Payment Type used.

**Configuration**

When generating a **Payment Receipts by Payment Type Report**, you will:

{% stepper %}
{% step %}

#### Choose your Date Range

Define the period for which you want to analyse Payment Receipts.
{% endstep %}

{% step %}

#### Choose a Sales Channel

Select the sales channel to filter the report, e.g. Website, physical store, Amazon marketplace.
{% endstep %}
{% endstepper %}

**Metrics**

The report generates the following key metrics:

<table><thead><tr><th width="292">Metric</th><th>Summary</th></tr></thead><tbody><tr><td><strong>Payment Type</strong></td><td>The Payment Type used for each Payment, e.g. Credit Card, PayPal, E-Voucher.</td></tr><tr><td><strong>Transaction Count</strong></td><td>The total number of transactions processed for each Payment Type.</td></tr><tr><td><strong>Amount Breakdown by Currency</strong></td><td>The monetary value of the Payment detailed by the Currency used.</td></tr></tbody></table>

{% hint style="info" %}
**About the Payment Receipts By Payment Type Report**

The Payment Receipts By Payment Type Report overviews the Payment Types most commonly used on your website and in-store.

This helps you to reflect on your payment processing options, potentially optimising your checkout experience and improving customer satisfaction.
{% endhint %}

***

### Payment Receipts by Payment Type Breakdown Report

This generates a more detailed breakdown of Payment Receipts by including individual transactions, Customers and values.

**Configuration**

When generating a **Payment Receipts by Payment Type Breakdown Report**, you will:

{% stepper %}
{% step %}

#### Choose your Date Range

Define the period for which you want to analyse Payment Receipts.
{% endstep %}

{% step %}

#### Choose a Payment Type

Select the specific Payment Type(s) to cover in the report.
{% endstep %}

{% step %}

#### Choose a Sales Channel

Select the sales channel to filter the report, e.g. Website, physical store, Amazon marketplace.
{% endstep %}
{% endstepper %}

**Metrics**

The report generates the following key metrics:

<table><thead><tr><th width="209">Metric</th><th>Summary</th></tr></thead><tbody><tr><td><strong>Date</strong></td><td>The date on which the Payment was made.</td></tr><tr><td><strong>Customer Number</strong></td><td>Unique identifier assigned to each Customer.</td></tr><tr><td><strong>Customer Name</strong></td><td>The name of the Customer making the Payment.</td></tr><tr><td><strong>Order Number</strong></td><td> The identifier for the specific Order associated with the transaction.</td></tr><tr><td><strong>Payment Type</strong></td><td>The Payment Type used for each Payment, e.g. Credit Card, PayPal, E-Voucher.</td></tr><tr><td><strong>Amount Breakdown by Currency</strong></td><td>The monetary value of the Payment detailed by the Currency used.</td></tr><tr><td><strong>Exchange Rate</strong></td><td>The conversion rate applied for transactions in foreign currencies.</td></tr><tr><td><strong>Converted Total</strong></td><td>The total amount converted to GBP for consistency in reporting.</td></tr><tr><td><strong>Delivery Method</strong></td><td> The Delivery Method associated with the Order.</td></tr></tbody></table>

{% hint style="info" %}
**About the Payment Receipts by Payment Type Breakdown Report**

The Payment Receipts By Payment Type Breakdown Report is valuable for businesses looking to gain a detailed understanding of payment transactions.

It helps identify customer purchasing patterns and payment preferences and can also aid in financial forecasting and reconciliation processes.
{% endhint %}

***

### Payment Receipts by Payment Type by Day Report

A simple report that shows total daily Payments, grouped by Payment Type, across all Sales Channels.

**Configuration**

You only need to choose a Date Range to generate a **Payment Receipts by Payment Type By Day Report.**

**Metrics**

The report generates the following key metrics:

<table><thead><tr><th width="290">Metric</th><th></th></tr></thead><tbody><tr><td><strong>Date</strong></td><td>The date on which the Payments were received.</td></tr><tr><td><strong>Amount Breakdown by Currency</strong></td><td>The total Payments received for each Payment Type, detailed by Currency.</td></tr></tbody></table>

{% hint style="info" %}
**About the Payment Receipts by Payment Type by Day Report**

The Payment Receipts by Payment Type By Day Report provides a clear day-by-day overview of payment transactions, helping you identify revenue trends over time.

Grouping payments by Payment type allows for easy identification of popular payment options, which can inform future payment strategies and customer experience improvements.
{% endhint %}

***

### E-Voucher Report

Breakdown of E-Voucher usage over time.

**Configuration**

When generating an **E-Voucher Report**, you can:

{% stepper %}
{% step %}

#### Choose a Date Range

Define the period for which you want to analyse E-Voucher usage.
{% endstep %}

{% step %}

#### Filter by Location

Select a specific store location to filter the report.
{% endstep %}

{% step %}

#### Toggle Online/In-Store Purchases

Choose to include online purchases, in-store purchases, or both.
{% endstep %}
{% endstepper %}

**Metrics**

To identify how the E-Voucher was used, the report provides the following metrics:

<table><thead><tr><th width="197">Metric</th><th>Summary</th></tr></thead><tbody><tr><td><strong>Transaction</strong></td><td>Details of the transaction associated with the E-Voucher.</td></tr><tr><td><strong>Sale Summary</strong></td><td>Overview including Currency and Sold Value.</td></tr><tr><td><strong>Online/In-Store</strong></td><td>Indicates whether the transaction occurred online or in-store.</td></tr><tr><td><strong>Location</strong></td><td> The specific store location where the E-Voucher was utilised.</td></tr></tbody></table>

To identify the exact E-Voucher used against the transaction, the report provides the following metrics:

<table><thead><tr><th width="199">Metric</th><th>Summary</th></tr></thead><tbody><tr><td><strong>Code</strong></td><td>The unique identifier for each E-Voucher.</td></tr><tr><td><strong>Provider</strong></td><td> The E-Voucher strategy used.</td></tr><tr><td><strong>Purchase Date</strong></td><td>The date when the E-Voucher was purchased.</td></tr><tr><td><strong>Expiry Date</strong></td><td>The date on which the E-Voucher expires.</td></tr><tr><td> <strong>Purchaser</strong></td><td>The individual or entity that bought the E-Voucher.</td></tr><tr><td><strong>Recipient</strong></td><td>The individual who receives the E-Voucher.</td></tr><tr><td><strong>Currency</strong></td><td>The currency in which the E-Voucher was sold.</td></tr><tr><td><strong>Initial Value</strong></td><td>The original value of the E-Voucher at the time of purchase.</td></tr></tbody></table>

{% hint style="info" %}
**About the E-Voucher Report**

The E-Voucher Report provides a holistic view of voucher performance.

The report is used regularly by retailers using E-Vouchers as part of their promotional strategy, as it provides a clear insight into their usage across the specified date range.
{% endhint %}

***

### Unredeemed E-Vouchers

This simple report shows E-Vouchers that have not yet been used, purchased within a specified Date Range.

**Configuration**

You only need to choose a Date Range to generate an **Unredeemed E-Vouchers Report.**

**Metrics**

The report provides the following information:

<table><thead><tr><th width="215">Metrics</th><th>Summary</th></tr></thead><tbody><tr><td><strong>Purchased (Date)</strong></td><td>The date when the E-Voucher was bought.</td></tr><tr><td><strong>Expiry</strong></td><td>The expiry date of the E-Voucher.</td></tr><tr><td><strong>Number</strong></td><td>The unique identifier for each E-Voucher.</td></tr><tr><td><strong>Source Transaction</strong></td><td>The transaction associated with the purchase of the E-Voucher.</td></tr><tr><td><strong>Delivery Email</strong></td><td>The email address to which the E-Voucher was sent.</td></tr><tr><td><strong>Customer</strong></td><td>The name of the customer who purchased the E-Voucher.</td></tr><tr><td><strong>E-Voucher Value</strong></td><td>The monetary value of the E-Voucher.</td></tr></tbody></table>

{% hint style="info" %}
**About the Unredeemed E-Vouchers Report**

The Unredeemed E-Vouchers Report is a simple tool for quickly identifying which E-Vouchers are still active and usable.

You can use this report to remind customers to use their voucher(s) before expiry.
{% endhint %}


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