View the Item Cash Report

View the Item Cash Report

The Item Cash Report is a type of Sales report that shows payments collected based on the fee items that are part of each invoice. It includes a Summary that displays the total for each fee item based on the payment method and a Detailed list of all payments for invoices that have each fee item.

You can also export the report as a .csv file with the records in the report.

Steps

1. Go to Reports > Sales Report.

2. Choose the Item Cash Report from the Select a Report dropdown menu.

3. Use the filters to narrow your report results. You can use each of the filters by itself, or in combination with the other filters.

   • Application Type: Use the Application Type dropdown menu to choose to see payments on fee items from a specific Application Type. To see payments from all applications, select All Application Types, which is the default.

   • Select fee items: Use the Fee Items dropdown menu to choose to the specific fee items to see payments from. Selected fee items have a green checkmark beside them. You can select more than one fee item to include in your results. The default is all no items selected.

     

   • Date: Click in the Date Range field to use the calendar to select the start and end dates to include in your report results.

   • Summary: Check this box if you want the Summary version of the report to display. Leave it blank to see the Detailed version.

4. Once you've set your filters, click Search to see your results. If you make any changes to the filters, you'll need to click Search again to see the changes.

5. To export the report, click Export Report. The .csv file will download to your computer and you can use any spreadsheet application to open it.

Report Example