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Payments Reports

This is a breakdown of what data the Payments Reports section contains. Access via More > Admin > Reports > Payments section.

Table of Contents

Gateway Reconciliation

Shows all payments made by credit card through your payment gateway so you can reconcile them with your bank.


Payments Summary

This report will give you a list of each payment that has been processed on your account by date. You have options to sort if the payment was successful, and/or if the payment was synced to "Accounting Integration". You are also able to view the payment directly, and/or delete the payment directly from the report. There are also links directly to the customer record, as well as the Invoice attached to the payment.


Unsettled Payments

In this report, you will get a snapshot of all payments living on the customer record that isn't applied to an invoice, such as overpayments. For example, if John Doe has an Invoice for $20, and pays $30, you will see the $10 un-applied amount directly from this report.

You are able to export this to PDF as needed.

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