Daily Payments
Updated over a week ago

The Daily Payments reports provides you a list of all payments entered for the current day.

To Display Daily Payment Report:

  • From the Settings menu on the left, scroll down to Reports tab.

  • Select Daily Payments.

  • Select the date to be reviewed.

  • Select your Transaction Types

  • Select your Include options

  • Choose to View/Print the report PDF, Export to Excel, or Export to Word.

Sample Daily Payments Report

Sample Daily Payments Report

Note: As stated above, the Daily Payments report only provides payments dated for the current day. If you need payments made for additional days refer the the Payments & Credits report under Financial Reports. If a payment was entered with a previous or future date it will not appear on the report.

Did this answer your question?