What is a Payments Collected report?

The Payments Collected report breaks down all your payments you have recorded in your account in detail.
You can run a Payments Collected report by doing the following:
  1. Select the Reports section
  2. Then select Payments Collected under Payments Reports.
To adjust your view of the Payments Collected report, select Filters under Settings. From there, you can change: 
Filters on the payments collected report.
  • Reset all - Select this link to restore the filters back to the default settings
  • Date Range - Choose from This Month, Last Month, This Quarter, Last Quarter, or Custom to enter a specific date range (or if you’ve changed your fiscal year end date, choose from the extra options)
  • Clients - Choose between All Clients or select specific clients to filter by
  • Payment Method - Defaults to All Methods of Payment, or choose one or multiple payment method options
  • Payment For - Choose between Invoices, Credit (includes prepayment and overpayment credits), Checkout Links, or Other Income
  • Currency - Choose between All Currencies or a specific currency

Additional options can also be accessed in the top right corner of the Payments Collected report:
  • More Actions
    • Export for Excel - Download the report as a CSV file
    • Print - Print the report or save the report as a PDF using the print dialog
  • Send... - Send the report to any specific email addresses