Payment Records Report

The Payment Records Report displays all payment and refunds by date and Operation.

In this article:

Navigate the Payment Records Report

Payment Records Report Filters

Search Payment Records Report

Payment Records Report Columns

Payment Records Report Totals/Averages

Payment Reports Video

Navigate the Payment Records Report

Reports > Sales and Payments > Payment Report

Filters

Summary Data for Business Insights (Premier Tier Only)

Summary Data for Business Insights enables you to take all of the information in a report and summarize it to develop powerful insights into your business.

Search

Search this report based on Client's name, Payment Method, Job name, Payment Record notes, Operation, User's name or the Reference Number for the Job, Visit, Invoice or Payment.

Columns

Click Columns and select one or multiple column types. To add and remove columns, the columns in blue will display in the report.

Rearrange Columns by clicking and holding the column header, move to the left or right and drop. Sort rows by clicking the up & down sort arrows icon, click once to sort from low to high, and again to sort from high to low.

Operation	Operation associated with the Invoice that payment was applied (e.g. maintenance, design/build, tree service, etc.)
Invoice #	Invoice reference number that links to the Invoice information page.
Invoice Date	Invoice date (month, day, year)
Client	Client name that links to Client information page.
Job	Job name that links to Job information page.
Payment #	Payment number
Payment Date	The date the payment was made (month, day, year)
Payment Method	Payment method type (credit card, cash, check, etc.)
Is Prepay	will indicate if payment is a prepayment will indicate if payment is NOT a prepayment
Is Deposit	will indicate if payment is a deposit will indicate if payment is NOT a deposit
Amount	Total dollar amount paid
Sales Tax Amount	Tax amount applied for payment
Processing Fees	Total processing fee paid in dollar amount
Less Tax & Fees	This is the subtotal before taxes/processing fees are added to the payment. Total Price - (Sales Tax + Processing Fee) = Less Tax & Fees
TXN ID	Transaction ID
Notes	Notes associated to payment
User	User who added the payment
Sales Rep	Sales Representative associated to that Job
Zip Code	Regional postal code based off the Job's geographical location

Total / Average

At the bottom of the page, totaled amounts for four columns - Amount, Sales Tax Amount, Processing  fees, Less Tax & Fees - can be found.
*Note: These Totals reflect the sum of the displayed Payment Records on this page only (<10), not the entirety of search results. Additional Payment Records results can be accessed by clicking through the additional pages at the bottom right of the screen.

Payment Reports Video

*Note: Some of the content in this video may reflect a previous version of SingleOps. For a more accurate guide, please refer to the steps listed above.