Payments Report

The payments report summarizes received payments for a chosen time frame, making accounting reconciliation easier

The payments report allows you to query for all payments received during a particular time period.  This is a relatively simple report, but it can be very useful to find payments without having to figure out which project or work order it is associated with first, especially if you are trying to search by a specific payment or invoice number.  It is often useful for accounting reconciliation as well.  The report will show you summarized information at the top about the total paid amount across all payments received during the selected date range.

Here is an example of what the report looks like: