{"id":34065,"date":"2025-11-27T06:21:09","date_gmt":"2025-11-27T06:21:09","guid":{"rendered":"https:\/\/tenthplanet.in\/odoo\/?p=34065"},"modified":"2026-07-07T06:10:11","modified_gmt":"2026-07-07T06:10:11","slug":"how-to-view-the-paymode-summary-report-in-odoo-pos","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/odoo\/product\/reports\/how-to-view-the-paymode-summary-report-in-odoo-pos\/","title":{"rendered":"How to View the Paymode Summary Report in Odoo POS"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">The Paymode Summary Report in Odoo POS provides a clear overview of sales based on the payment methods used by customers. It shows the total sales amount and the number of transactions for each payment type. This report helps businesses understand customer preferences, verify payments, and make informed financial decisions.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Accessing the Paymode Summary Report<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">To view the report, go to the <strong>Point of Sale<\/strong> module, click on <strong>Reporting<\/strong>, and select <strong>Paymode Summary Report<\/strong>. The report will display all relevant sales data categorized by payment methods, allowing you to analyze how customers pay for their purchases. It can be accessed anytime to monitor payment trends and review sales performance.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Filtering and Grouping Payment Data<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The report allows filtering by date ranges or the current day to monitor payment trends in real time. Users can also group the data by company, payment method, POS session, location, order number, or cashier. This helps in analyzing performance across different stores, sales shifts, or individual employees. Quick search options make it easy to narrow down results by date, payment method, POS location, cashier, or company, giving a more targeted view of the data.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"523\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Paymode-Summary-Report-Filters-1024x523.png\" alt=\"Odoo Paymode Summary Report Filters\" class=\"wp-image-34066\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Paymode-Summary-Report-Filters-1024x523.png 1024w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Paymode-Summary-Report-Filters-300x153.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Paymode-Summary-Report-Filters-768x393.png 768w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Paymode-Summary-Report-Filters-1536x785.png 1536w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Paymode-Summary-Report-Filters.png 1827w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Details Captured in the Paymode Summary Report<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Odoo calculates the Paymode Summary Report by grouping all sales transactions according to the payment method. The <strong>Total Sales Amount<\/strong> shows how much money was collected through a particular payment method. The <strong>Transaction<\/strong> <strong>Count<\/strong> tells you how many bills or orders were processed using that mode. These numbers help identify which paymode are most commonly used and how they contribute to your revenue.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The report includes important fields that provide useful information. The <strong>Date<\/strong> field shows when each transaction occurred and can be used to filter or group sales by specific days or date ranges. <strong>Payment Method<\/strong> indicates how the customer paid, whether it was cash, credit card, UPI, voucher, or other modes, helping you analyze payment preferences and reconcile payments.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"527\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Paymode-Summary-Report-Details-1024x527.png\" alt=\"Odoo Paymode Summary Report Details\" class=\"wp-image-34067\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Paymode-Summary-Report-Details-1024x527.png 1024w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Paymode-Summary-Report-Details-300x154.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Paymode-Summary-Report-Details-768x395.png 768w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Paymode-Summary-Report-Details-1536x791.png 1536w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Paymode-Summary-Report-Details.png 1828w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The <strong>Cashier<\/strong> field identifies the employee who processed the sale, which is useful for monitoring individual performance and accountability. <strong>Point of Sale (POS)<\/strong> shows the location or terminal where the transaction took place, helping compare sales across different stores or outlets.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Each sale is also linked to a unique <strong>Order<\/strong> number, making it easy to reference or audit specific transactions. Finally, the <strong>Amount<\/strong> field displays the total money received for each sale, giving a clear view of overall revenue.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Viewing and Exporting the Report<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The report can be viewed in <strong>List View<\/strong> to see all transactions in a table format or in <strong>Pivot View<\/strong> to analyze data dynamically by grouping totals and counts across different fields.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"544\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Paymode-Summary-Report-Pivot-View-1024x544.png\" alt=\"Odoo Paymode Summary Report Pivot View\" class=\"wp-image-34068\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Paymode-Summary-Report-Pivot-View-1024x544.png 1024w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Paymode-Summary-Report-Pivot-View-300x159.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Paymode-Summary-Report-Pivot-View-768x408.png 768w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Paymode-Summary-Report-Pivot-View-1536x817.png 1536w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Paymode-Summary-Report-Pivot-View.png 1819w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The Paymode Summary Report can be exported in Excel format so you can review the data outside Odoo or share it with your team. Before exporting, you can apply filters such as date range or payment method to ensure the exported file contains only the information you need. Simply use the Export option in the action menu to download the report.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"456\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Paymode-Summary-Report-Excel-1024x456.png\" alt=\"Odoo Paymode Summary Report Excel\" class=\"wp-image-34069\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Paymode-Summary-Report-Excel-1024x456.png 1024w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Paymode-Summary-Report-Excel-300x134.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Paymode-Summary-Report-Excel-768x342.png 768w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Paymode-Summary-Report-Excel-1536x684.png 1536w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Paymode-Summary-Report-Excel.png 1767w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>The Paymode Summary Report in Odoo POS provides a clear overview of sales based on the payment methods used by [&hellip;]<\/p>\n","protected":false},"author":21,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[634],"tags":[640,502,601],"class_list":["post-34065","post","type-post","status-publish","format-standard","hentry","category-reports","tag-paymode-summary-report","tag-point-of-sale","tag-reports"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/34065","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/users\/21"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/comments?post=34065"}],"version-history":[{"count":1,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/34065\/revisions"}],"predecessor-version":[{"id":36977,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/34065\/revisions\/36977"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/media?parent=34065"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/categories?post=34065"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/tags?post=34065"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}