Payment Report (Billing)

The Payment Report lists customer payments received over a date range, so you can review and reconcile money taken in. It offers extensive filters — by payment method, source, customer, sales category, salesperson, and more — plus options for deposits, write-offs, and customer totals.

Open it from Reports → Billing → Payment Report.

Running the Report

Set the Begin and End Payment dates and any optional filters (payment method, source, customer, sales category/salesperson, etc.), choose an Order By and page size, then click Next to view the report or Download to export it.