Payment method mix

What it's for

Payment method mix shows the money collected in a date range, per calendar month and payment method (card, ACH, check, cash, other), next to the card surcharge collected and the refunds issued. Use it to tie collections to your card processor's statement.

The route is /reports/payment-method-mix.

Tabs

None. The Group by control switches between month-and-method rows and bill-to-customer-and-method rows.

Panels and controls

• From and To pick the dates, in your company's time zone.
• Group by shows rows by month or by bill-to customer.
• Export downloads the current grouping as CSV.
• The branch chips narrow the report to one branch when your company has more than one.

Each row shows payments, collected (invoice principal), card surcharge, refunded and net (collected plus surcharge minus refunds). A refund counts in the month it went through, not the month of the original payment. Payments made through the online pay link count as card. Voided payments are left out. Lost disputes and bank returns are not refunds and are not subtracted here.

Each figure belongs to the invoice payer: the agreement customer for an agreement installment, otherwise the invoice bill-to customer.

What it accepts

Read only. The screen changes no records.

How to configure it

Nothing in Settings changes how this screen behaves.

Who can see it

This screen sits behind the Reports area.

Owners, office managers and dispatchers can open it. Technicians cannot. The gate is checked on the server, not just hidden in the sidebar, so a direct link does not get around it.

The full role matrix is on Roles & permissions.