The Payments report lists the payments you received over a period, including method, status, and which orders each payment was applied to.
Where to Find It
Reports → Financial Reports → Payments
What This Report Shows
Payment date and amount received
Card fee and any amount refunded
Payment status and method
Client name and the orders the payment was applied to
Filters You Can Apply
Date range — the period you want to review. A single report can cover up to about 13 months at a time; to review a longer span, run consecutive ranges and combine the exported files in Excel.
Client, payment method, and payment status
Location — if your company has more than one location, you can limit results to specific locations. (Single-location accounts won't see this filter.)
⚠️ What This Report Already Filters Out
Note how this report behaves:
The date range always matches the payment date — when the money came in — regardless of the order's dates.
Deleted payments are excluded.
Exporting
You can export the report to Excel, CSV, or PDF. Larger reports are generated in the background — you'll be notified when the file is ready to download.
Need Help?
If you have questions about the Payments report, contact us at [email protected].