Please Note: On viewing a Report, please bear in mind that the information displayed is based on the data records determined by the time period you have selected.
"You'll be pleased to know that this is why we have made it super easy to navigate through different date ranges no matter where you are in the Reports section.
You will see, on all Reports, these options along the top:
Arrows skip a month or year at at time!"
How do I navigate to sheepCRM Payment Summary (multi currency) Reports?
Go to core.sheepcrm.com and log in to your CRM User account, if not already.
Select Reports tab from the top navigation bar
Select Finance tab from options below the navigation bar
Select from Last/This/Next Year
What data does the Payment Summary (multi-currency) include?
Within this report the data includes, but is not limited to, grouped by the type and month, the following payment types:
Bookable, Direct Debit, Failed, Invoice, Donation, Membership, Scheduled, Ticket and Cash
These totals are monthly (currency specific)
Cannot be exported at this time.
What is a Multi-Currency Payment Summary Report?
The multi-currency feature of payment summaries provides an easy way to keep track of international payments in the designated currency.
This report will show a summary of the payments made during a specific timeframe, split into the different currencies that payments are accepted in. These payments will be grouped by their type - invoice, direct debit, cash, scheduled, failed, etc.
What is the Multi-Currency Feature?
The multi-currency feature allows you to set the currency for each payment summary, so that all payments will be displayed in the designated currency. This is especially useful for international customers who want to be sure all of their payments are in the same currency.
To enable the multi-currency feature, first navigate to Settings and then Payment Summary area of your account and select the "Multi-Currency" option at the top of the page. Once enabled, you can choose a different currency for each payment summary.
Why does this Report list other currencies I don't use?
This report will show all currencies available in sheepCRM. If your flock only accepts one currency you can use the standard Payment Summary report below, which works in the same way.
See here for more information on setting multi-currency on your Invoice
See here for more information on managing multi-currency Invoices for contacts
See here for more information on contacts multi-currency membership plans
See here for more information on events multi-currency bookings and tickets