Articles on: Business Analytics

Client Payments Analytics

To access the analytics of “Client Payments” section, please navigate to the “Business Intelligence” → “Accounting” → “Client Payments”.

Here you can find the analytics for existing payments for the chosen time period.

To filter the statistics based on start and end date, please click on the “Date”, choose the necessary start and end dates and click “Go”.

To access the data in the PDF format, please click on the “PDF” icon.

Below that, you have access to client payments.

If you click on the estimate, you will be directed to the client’s estimate page.

If the transaction is verified, you can put a tick.

Updated on: 26/07/2021