If you would like to see a breakdown of your company's revenue, you can pull up the Payment Report by going to Financial on the main menu on your left and selecting Payment Report.
The top of the report has a summary of your revenue by the different payment methods with the total on the right. The Results below the summary are the individual successful transactions.
You can filter the report by date, branch, agreement, users, and much more from the filters available on the right. See the image below.
You can also filter the payment by invoice status status such as paid, not sent, sent, due, past due, collections, in collections, and cancelled by hovering the cursor downwards.
You can also choose which service frequency you want to pull up on your reports. such as: bi - weekly, monthly, bi-monthly, etc.
While the payment type would give you the options to choose among the following such as: card, ACH, cash, check, token or ALL.
Lastly, the gray export button allows you to download the report in CSV file. Once you hit the download the file should be available on the bell icon.
If you have more questions or if you encounter any issues in pulling up the data in your payment, feel free to reach out to your Pocomos friends on the bubble chat.