This report was designed to help you monitor and manage your payment requests.
Whether you're awaiting payment from customers or need to stay on top of your requests that have been paid, this feature provides you with a clear and concise summary of all your payment requests.
Why Should I Use This Report?
Efficient Tracking: Keep an eye on open payment requests, ensuring that nothing falls through the cracks.
Instant Updates: Payments made via credit card are automatically updated in your reports, reducing manual data entry.
Improved Cash Flow: By monitoring your payment requests, you can optimize your cash flow and make informed financial decisions.
Accessing the Report
1. You can access PaintScout Reports by visiting the Reports tab on the left side of your screen.
2. Navigate to the Payments section and select the Payment Requests report.
Overview
This section will provide a summary of all the payment requests you have sent. Sort by several column options to get a better sense of the status and details of your requests.
Filtering
Create more detailed reporting by setting your parameters in the Filters section to the right.
Exporting
Export your Payment Requests Report by selecting the Export button in the Summary header. This will initiate a download of a .CSV file to your device.
💬 Have feedback on this report? We'd love to hear your thoughts! Click here to share your feedback and help us improve.