Payments report

The payments report displays a summary of payments, donations, and refunds – i.e. your cash flow transactions – based on the payments and refunds in the system. The payments report differs from the income report which summarizes all invoices generated during the selected time period, whether paid or not.

The generated payment report shows a graphical breakdown of all the payments by payment type.

The report is further broken down by invoiced payments, donations, and refunds.

To generate a payments report, follow these steps:

  1. Hover over the Finances menu and select the Reports option.
  2. Click the Payments link.
  3. Select the date range – when the payments were recorded or made.
  4. Select the invoice/payment type(s) you are interested in. You can filter the report by online vs offline payments, invoices, donations, and refunds, and by payment status – fully paid, partially paid or unpaid.
  5. Click Generate report.

After you've generated the report, you can click the buttons at the top to export the report to a PDF file or an Excel spreadsheet.


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