Overview
The Payments Report provides a detailed summary of all payments recorded in your Event Temple account. It includes key financial details such as payment dates, amounts, types, and whether a payment is marked as a deposit.
This report is useful for monitoring transactions, reconciling revenue, and ensuring all payments related to bookings, events, and invoices are accurately tracked.
How to Access
Go to the Reports section in the left-hand navigation menu.
Select Payments.
Apply filters as needed to customize your report view.
Available Filters
The Payments Report supports multiple filters to help refine your data:
Filter Name | Description |
Payment Type | Filter by payment method (e.g., Cash, Credit, Check). |
Booking | Display only payments linked to a specific booking. |
Invoice | Filter payments associated with a particular invoice. |
Event | View payments connected to a specific event. |
Payment Date | Filter payments based on when they were made. |
Is Deposit | Show only payments marked as deposits or exclude them. |
Created At | Filter by the date the payment record was created. |
Updated At | Display payments that were updated within a certain time frame. |
External ID | Used for payments synced or tracked through external integrations. |
Report Columns
The report includes the following columns for each payment:
Column Name | Details |
Payment Date | The date the payment was processed. |
Amount | Total amount received. |
Payment Type | The method of payment (Cash, Check, Credit, etc.). |
Is Deposit | Indicates whether the payment is a deposit. |
Notes | Any notes or comments added to the payment. |
Created At | The date and time the payment entry was created. |
Exporting the Report
You can export the Payments Report to share or analyze data externally.
After applying filters, click Export at the top right of the report.
Choose your preferred export format (e.g., CSV or Excel).
The exported file will include all visible columns and applied filters.
Tips
Combine Payment Type and Payment Date filters to quickly view recent transactions by method.
Use Is Deposit to separate deposits from final payments when reconciling revenue.
Export regularly for accounting or financial reporting purposes.
