Web Dashboard: View Payment Reports

1. From your computer, log into the Web Dashboard.

2. Click on Reports on the left navigation.

3. Mouse over Payment Reports.

4. Click Invoice Payments.

5. The report displays for the current year.  To search for a particular customer, enter the customer's name in the search box and click the search icon.

 

6.  The date is the payment date, not the invoice date.  By default, the current calendar year is selected.  Click down arrow to change the start and end date, if you want to see payments for a different pay period.

7.  Choose last year, or whatever date range you want.

 

8.  The report now reflects last year.

9. The export contains additional fields, like the fees from credit card payments.  To export the report, click on the Export button.