The Client Payments offers comprehensive insights into payments received from clients. This powerful tool allows users to track and analyze payment activity, view detailed histories, and identify patterns in client transactions.
To access this submodule, go to Business Intelligence → Accounting → Client Payments.
This section displays the payment summary over a specific timeframe.
Total Amount: This represents the total value of all gross payments received or processed during the selected date range.
Total Tax Amount: This shows the total sales tax applied or collected on any of the payments during this period.
Total Transaction Fee: This indicates the processing or transaction fees (e.g., credit card or ACH fees) deducted from the payments.
1. Click the calendar icon and choose the desired date range to filter the list accordingly.
2. Click the "Download CSV" button to export the data as a CSV file.
3. For more targeted insights, click on the Payments Filter, fill in the required fields, and then click 'Go' to apply the filters.
Below is a table that summarizes the payment records, including details such as payment types, linked estimates and invoices, payment dates, tax information, payment amounts, methods used, and the assigned users and estimators.
The 'Amount' column displays the total payments received within the selected date range.
Note:
- Clicking on a client's name, estimate number, or invoice number will take you directly to the corresponding client profile, estimate, or invoice page.