The Payments Report provides a centralized view of your revenue and payment activity, making it easier to monitor transactions and stay on top of your financial data.
🔍 Where to Find It
You can access the report directly within the platform:
Navigate to Accounting
Click on Payments
⚙️ Powerful Filtering Options
The Payments Report includes flexible filters to help you quickly find exactly what you’re looking for:
Client Filter: Search and view transactions for specific clients
Date Range Filter: Narrow results by selecting a custom timeframe
These filters make it easy to analyze revenue across different clients or time periods with precision.
📁 Report Sections Overview
The report is divided into multiple tabs, each providing a different perspective on your payment data:
Revenue Report:
View a summary of all revenue generated within your selected filters.Charge Attempts:
Track all payment attempts, including those that may not have been successful.Payments:
Review individual payment records and transaction details.Payments Received:
Monitor incoming payments with enhanced visibility into their current status.
✅ Status Tracking Made Simple
Within the Payments Received section, you’ll find a status filter that allows you to refine results based on payment progress. Available statuses include:
Succeeded: Payments successfully completed
Processing: Payments currently in progress
Failed: Payments that did not go through
This makes it easy to quickly identify and address any issues or track pending transactions.
🚀 Why It Matters
With the Payments Report, you gain:
A centralized view of all revenue activity
Improved tracking of payment statuses
Faster reconciliation and troubleshooting
Better insights for financial decision-making