Who this is for: All Barti users who track payments received and cash collected.
Before you start, you'll need:
A Barti account with permission to view reports
Steps
In the left navigation, click Reports, then Billing.
Click the Payment Method tab.
Choose your Date Range.
Filter by Location if needed.
Review the breakdown of payments received by payment type.
To export the data, click Download CSV.
What you'll see when it works
The report shows total payments received in the selected period, broken down by payment method, with a Total Payments amount for each. All amounts reflect cash collected — not charges billed. The report filters by payment date.
Payment methods shown include:
CASH
CHECK
CREDIT CARD
CREDIT CARD (TERMINAL)
CREDIT CARD (PROCESSOR)
EFT
ONLINE PAYMENT
OTHER
This is the recommended starting point for QuickBooks Online (QBO) reconciliation, since both the Payment Method Report and QBO measure cash collected rather than charges billed.
Troubleshooting
Why doesn't the Payment Method Report match my Standard Report?
These reports measure different things. Payment Method = payments received. Standard Report = charges billed. A charge billed in one period may be paid in a different period, so the totals will differ. This is expected behavior.
Why doesn't the Payment Method Report match QuickBooks Online?
Common reasons include insurance payments categorized differently in QBO (posted to accounts receivable rather than income), sync timing gaps, and refunds or credits handled differently between systems. Start reconciliation from this report, then identify specific line items that don't carry over as expected.
Why does the Payment Method Report differ from the Payment by Staff Report?
Both measure payments, but use slightly different timestamps. Payment Method uses the payment date; Payment by Staff uses the timestamp when a payment is allocated to a specific charge line. Small differences between these two totals are expected.
Do credit card payments appear separately from terminal and processor payments?
Yes. CREDIT CARD, CREDIT CARD (TERMINAL), and CREDIT CARD (PROCESSOR) are reported as distinct payment methods. Add them together if you need a single combined credit card total.