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      Client Payments Report

      Description

      This report shows a very detailed report of all payments made by clients within a specified timeframe.

      It clearly breaks the data down by transaction as well as providing a payment method breakdown at the end.

      Running the Report

      • Go to Reports >> Reports and select Business from the Report Category list.
      • Then select Client Payments Report in the Report to Run list.
      • Set up the filters to select the data to be run for the report.
      • Click on Run Report to generate the report.

      Filters

      TYPE DESCRIPTION
      For Vendor

      This filter allows you to run the report for a specific Vendor.
      Date Range

      This filter allows you to select a date range for which to run the report.
      Set Period to

      This filter allows you to set the date range to a specific Period (e.g.: Calendar Year, Financial Year, etc.).

      Include Cash Sales

      This filter allows you to specify whether cash sales (paid by client) should be included in the report.
      Include Tax

      This filter allows you to specify whether amounts (and/or charges) shown in the report should have tax included.

      The Generated Report