Articles on: Reports

Payments report

You can find the Payments Report in Reports and Goals:

This will show your payments history in a table:

In this report, you'll find information about the payment, such as the date, the client, or any additional comments the salesperson might have left. You'll also find information about the payment method and the amount paid.

Click on View details to find the payment's details, such as opening balance, closing balance, and current balance.

You can also download this information as an Excel file:

DELIVERY PAYMENTS

You can view which delivery was paid off with each payment in two places:

In the Client's details, in the payments tab. You'll find a column indicating which deliveries affect the client's balance:

And directly in the payments report:

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Updated on: 10/31/2025

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