Payments Report

Want to run a payments report? Learn how here.

  1. From the App Menu, select ‘Tools’. Next, choose ‘Reports’.


  1. From the menu bar at the top of the page, select ‘Company’.


  1. Choose the ‘Payments’ reports.


  1. Enter a start and an end date.


  1. Choose specific payment types, or leave blank to view all.


  1. You can specify who entered payments by selecting from the dropdown.


  1. Press ‘Run’.


  1. Your report is ready to view! Export it to PDF or Excel using the icons available. Change any of your configuration info by clicking ‘Config’ and then re-run the report.


Woo Hoo! You can successfully run payment reports!