Want to run a payments report? Learn how here.
- From the App Menu, select ‘Tools’. Next, choose ‘Reports’.
- From the menu bar at the top of the page, select ‘Company’.
- Choose the ‘Payments’ reports.
- Enter a start and an end date.
- Choose specific payment types, or leave blank to view all.
- You can specify who entered payments by selecting from the dropdown.
- Press ‘Run’.
- 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!