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 generated payment report shows a graphical breakdown of all the payments by payment tender.
The report is further broken down by invoiced payments, donations, and refunds.
To generate a payments report, follow these steps:
- Hover over the Finances menu and select the Reports option.
- Click the Payments link.
- Select the date range – when the payments were recorded or made.
- Select the invoice/payment type(s) you are interested in. You can filter the report by online vs offline payments, payment type – invoices, donations, and refunds – and by payment status – fully paid, partially paid or unpaid.
- Click Generate report.