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Payment Reports
Staci Mitchell avatar
Written by Staci Mitchell
Updated over 10 months ago

Keeping track of your payments and staying on top of your finances is a time-consuming, yet very necessary task. It's critical to the success of your business, which is why PaintScout offers Payment Reports - a powerful tool to help you easily track and report on all of the payments received on your invoices.

In this article, we'll walk you through everything you need to know to get started with Payment Reporting, so you can spend less time on paperwork and more time growing your business.


Reports Overview

You can access your Reports dashboard by visiting the Reports tab at the top of your page.

In the Reports tab, you will be able to view different sections: Payments Collected, Outstanding Invoices and Payments Requested.

πŸ’‘If you don't see this tab in your account and would like to utilize reports, please contact our support team.


Payments Collected

This section will provide a summary of all the payments you have collected over a period of time.

Payments can be sorted by date and you can quickly access the client information by clicking their name or jump into the associated invoice/estimate by clicking the document number.

If the payment was marked as a deposit it will show a checkmark in the deposit column.

Create more detailed reporting by clicking the Filters button on the top right and setting your parameters in the pop-up and selecting Apply.

Export your Payments Report by selecting the drop-down next to the Filters button and selecting either Download - which will download a PDF of the payment information or Export - which will download a .CSV file of the payment information.
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Outstanding Invoices

This list will provide a comprehensive summary of all your outstanding invoices, making it easy to stay on top of your accounts receivable and ensure that you're getting paid in a timely manner.

Invoices can be sorted by date and you can quickly access the client information by clicking their name or jump into the associated invoice or estimate by clicking the document number.

Export your Outstanding Invoice Reports by selecting the drop-down next to the Filters button and selecting either Download - which will download a PDF of the payment information or Export - which will download a .CSV file of the payment information.


Payment Requests

This report was 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.

Requests can be sorted by date and you can quickly jump into the associated invoice by clicking the invoice number.

Do you have any questions about Reporting? Reach out to our support team!


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