Payment reports

Who can do this: Team members with access to Reports Where to find it: Apps › Reports › Payments Review payments taken and deposits…

Who can do this: Team members with access to Reports
Where to find it: Apps › Reports › Payments

Review payments taken and deposits collected and used. These reports are in the Payments group.

Before you start

  • Reports included: Payment Summary, Payment Details, Deposits Collected, Deposits Used.

Steps

  1. Open the Apps launcher (the grid icon in the top bar) and select Reports.
  2. Expand the Payments group in the sidebar, or search for the report by name.
  3. Select the report you want to open.

Result

The report opens with your business data.

Still have questions?

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