What is the Payments Export Report?
Your Payments Export Report is an excellent tool to review outstanding payment requests, search for types of transactions (i.e. credit card, check, etc.) or reconcile payments with accounting teams. In just a few easy steps, you'll be able to pull specific Reports for closer analyzation of your events business. Here's how:
- Click on the Reports tab at the top of the page.
- Click on 'Payments Export Report' found on the right side of the page.
- The Payments Export Report automatically pulls up the Last 30 Days of events and their corresponding payment details. Adjust each filter (Location, Event Date, Due Date, Date Paid, Payment Type, Payment Activity) to generate a specific report.
- Select desired data by customizing Report Builder columns.
- With all your filters set and columns included, it's time to export to Excel! Use the 'Download Report' button.
- Save this file to your desktop and email or print this out for your team as needed!