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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 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:

  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, payment type – invoices, donations, and refunds – and by payment status – fully paid, partially paid or unpaid.
  5. Click Generate report.

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