Track payments with sorting, filtering, statuses, and export options.
The Payments Report tracks payments across your account. Sort, filter, and export payments by their current status.
1. Go to the Reports tab on your sidebar navigation.
2. Navigate to the Payments section and select the Payments report.
The summary table lists payments collected across your account and their status.
Sort payments by date. Select a client's name to open their profile. Select a document number to open its invoice or estimate.
The report also includes columns that provide payment context:
Status shows the payment's current state.
Request shows whether the payment came from a payment request.
Deposit identifies payments marked as deposits.
If you'd like to view all Requested payments, head to your Payment Requests report.
Narrow your results by setting parameters in the Filters section on the right side of the page.
Filter by payment status to find Successful, Processing, Failed, or Refunded payments faster.
Select Export in the Summary header to download a CSV file.
Have feedback on this report? We'd love to hear your thoughts! Click here to share your feedback and help us improve.
Payment Requests Report — Review sent payment requests by status.
Payments Table Overview — Request, record, take, and refund payments.
Last updated 2 days ago
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