We're excited to introduce the Payment Requests Report! Much like our finance and outstanding invoices reports, payment request reports offer a streamlined approach to managing your open payment requests and ensuring that your invoicing process runs smoothly.
What Are Payment Request Reports?
This report is a powerful tool designed to help you monitor and manage your outstanding payment requests. Whether you're awaiting payment from customers or need to stay on top of your pending invoices, this feature provides you with a clear and concise summary of all your open payment requests. By using payment request reports, you can easily track payments made via credit card, allowing you to update pending payment requests as paid instantly.
How to Access Payment Reports
1. Log in to your PaintScout account and go to the Reports tab.
2. Select the Payment Requests report.
Information Included in Payment Requests Reports
Here's what you can expect to see:
Contact Name: The name of the customer associated with the payment request.
Requested Amount ($): The total amount requested in the payment.
Payment Status: Indicates whether the payment request is pending or paid.
Payment Date: The date when the payment was made.
Invoice Number: A unique identifier for the invoice associated with the payment request.
Notes: Any notes included in your initial request.
Benefits of Using Payment Request Reports
The Payment Request Report offers several advantages:
Efficient Tracking: Stay on top of your 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 closely, you can optimize your cash flow and make informed financial decisions.
Advanced Reporting Features
To further enhance your experience with reports, consider using these advanced features:
Filtering: Customize your reports by setting date ranges and filtering by payment status, estimator, or contact to focus on specific information.
Export and Download: Easily export your reports in PDF or .CSV format for your records or to share with your financial team.
If you have any questions about Payment Request Reporting,
please reach out to our support team!