Viewing client payment reports

Leroy Kong
Leroy Kong
  • Updated

There are 2 available reports from the Payments main page:

  • Payment list
  • Payment method

Before printing, confirm all filters--date, payment method, payment status--and then click on the print button.  All data matching the filters will be printed. Please remember that the default filters show *all payments ever entered*, which means if you don't select filters, you'll print a (possibly quite long) list of all payments.

We suggest always starting with the date range when setting your filters.

 

payment_reports_1.jpg

Payment list:

payment_reports_2.jpg

Payment method:

payment_reports_3.jpg

 

 

 

 

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