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Dec 11, 2018

Payments Report

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This report list all payments received during the specified period.

  1. Tap the report type selector and select Payments

  2. Tap the report period selector and select any of the pre-defined dates from the list or choose Select Range to choose a custom date range.

Use the search field to locate a specific payment by reference number, invoice number, or customer’s name

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  • The search box allows you to search for invoices, quotes, estimates, and work orders. The search is limited to the dates selected with the report period selector. For example, to search for all invoices created last month for a customer named “John Appleseed”: Tap the report type selector and choose Sales Tap the report period selector and choose Last Month In the search box enter the customer’s name, in this example ‘John Appleseed’ You can also search by invoice number or purchase order number.
  • This report shows the all items sold during the selected period separated by item type. Tap the report type selector and select Sales by Item Tap the report period selector and select any of the pre-defined dates from the list, or choose Select Range to choose a custom date range. Use the search box to see search for a specific item.