What Is a Payments Collected Report?

The Payments Collected is a Report that 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. Go to the Reports section
  2. Select Payments Collected under Payments Reports.
To adjust your view of the Payments Collected Report, click on Filters under Settings. From there, you can change: 
Filters on the payments collected report.
  • Reset all - Click on 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 - Leave it on 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

Clicking More Actions in the top right will give you the option to Export for Excel, or Print your Report.