View the Payment Report

View the Payment Report

The Payment Report is a type of Sales report that shows all of the payments that have been applied to invoices based on the filters you set.

You can also export the report as a .csv file with the records in the report. The export will include additional fields such as the GL Code, Fee Names, Authcode from the payment provider, and the Application Name.

Steps

1. Go to Reports > Sales Report.

2. Choose the Payment Report from the Select a Report dropdown menu.

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

4. 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: Select a specific Application Type.

   • Payment #: If you know all or part of the payment number, you can enter it here. Partial numbers will return payments with the same number combination.

   • Payment Date: Click Show Filter. Click in the Start Date field and use the calendar to select a start and end date range for the date the payment was made.

   • Name: If you know all or part of the payee's name, you can enter it here.

   • Email: If you know all or part of the payee's email address, you can enter it here.

   • Amount: Enter a Minimum and Maximum dollar range for the payment amount.

   • Method: If you know the payment method used for the payment, you can enter it here.

   • Type: You can select the type of payment that was made (for example, Sale or Refund).

   • Invoice #: If you know all or part of the invoice number, you can enter it here. Partial numbers will return invoices with the same number combination.

   • Transaction: If you know all or part of the transaction number, you can enter it here. Partial numbers will return payments with the same number combination.

   • Notes: Lets you search for keywords that were added to a payment's notes field.

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

Report Example