Payments Report

The Payments Report is a detailed record of all payments received through your storefront. Every order automatically creates a payment entry, which you can review, filter, and export.

This report helps with cash flow tracking, reconciliation, and financial reporting.

Viewing Payments

Go to Reports > Payments to view all recent payments.

Each row includes:

• Order Number
• Total Amount
• Amount Outstanding
• Status (e.g. paid, pending)
• Payment Method (e.g. Cash, Card)
• Timestamps (created/updated)

You can click View to see full payment details for each order.

Exporting to Excel

Click the Export button to download the current view of your payment report. This is useful for:

• Reconciling transactions
• Sharing records with your accountant
• Checking for any outstanding payments

Payment Confirmation for Cash

For cash orders, you can choose how payment is confirmed:

• Require manual confirmation
  • Enabled via Business Settings > Ordering & Delivery
  • You must mark the payment as received before the order can be completed
• Auto-confirm cash payments
  • Payments are automatically marked as paid when the order is placed

Choose the approach that best matches your operational flow.

Payment Handling for Cards

For card payments (via Stripe Connect):

• Payment status is automatically tracked and updated
• We only create an order as “New” (actionable) once the payment is confirmed as paid
• Confirmation typically happens within a few seconds of checkout

This ensures you don’t begin preparing an order until the customer’s card payment has been successfully processed.

Refunds and Chargebacks

Refunds, partial refunds, and chargebacks must be processed directly through Stripe or your chosen payment provider.

TypeMenu automatically monitors Stripe for payment events, including:

• Full refunds
• Partial refunds
• Chargebacks or disputes

When these occur, the payment record will update to reflect the new status.

Summary

• Every order creates a corresponding payment record
• Cash and card payments behave differently by design
• Stripe payments are synced automatically
• Manual cash confirmation is optional
• All payment data can be exported for review