When you are looking to see the details of all of your payments taken for a given date range, you will pull the Payments Report. This report will also show you which payments have been refunded.
To find this report toggle to the Reports Page > Billing Reports > Select "Payments Report"
After you have selected the report, it will ask you to select a date range and if you want to group it by a particular data point or not and then the report will run.
Grouping options include:
- Customers
- Date
- Payment Method
Once the report results appear on the screen you will have the option to filter by numerous parameters if you'd like and you’ll also have the option to download it to Excel.
This report can be extremely helpful when looking for a particular payment, doing reconciliations, looking to see total payments taken on a particular date, looking to see total payments for a specific customer or looking to evaluate the total payments by payment method.
Updated: 2/2/25