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      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), Invoices or Credits
      • Currency - Toggle between All Currencies or individual currencies



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

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