Where do I go to see payments made by my customers?

There are many places you can go to view a customer's payments, and you can choose where based on what EXACTLY you are looking to find.

Starting with the Dashboard, you can use the Activity stream on the right side of the page to view recent payments by customers. This will only show you the most recent payments, so do not consider this feed an exhaustive list.

All Payments: Cash In > Payments

  • This page will allow you to see any and all payments made to your business through the system.  For more information on this page, please click here.

All Invoices: Cash In > Invoices

  • Clicking into a specific invoice will allow you to see all payments made towards that particular invoice.
  • Once you have navigated to this page, you can click on a customer's name to bring up the specific invoice in question. After this has been displayed, you will click on the [View Payments] button in the upper left area to see any payments tied to this invoice. For more information on this page, please click here.

Customer Payments Report: Reports > Transaction Reports > Customer Payments

  • This shows all payments made that are specifically tied to a customer and/or a specific invoice
  • This report defaults to the past 30 days, but can be changed to run up to the last 365 days. This report is also editable in terms of the data that is pulled by adding or removing columns and then re-running it. Finally, this report can be exported to Microsoft Excel.

Customer Balances Report: Reports > Transaction Reports > Customer Balances

  • This shows all customers of your business, along with their corresponding balances
  • This report defaults to the past 30 days, but can be changed to run up to the last 365 days. This report is also editable in terms of the data that is pulled by adding or removing columns and then re-running it. Finally, this report can be exported to Microsoft Excel.

 Outstanding Balances Report: Reports > Transaction Reports > Outstanding Balances

  • This shows all customers with a past-due balance
  • This report defaults to the past 30 days, but can be changed to run up to the last 365 days. This report is also editable in terms of the data that is pulled by adding or removing columns and then re-running it. Finally, this report can be exported to Microsoft Excel.
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