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How to create a report that sorts payments by payment method.

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I would like to check on past payments made with credit cards to corroborate when and how those payments are being credited on my bank account

A

arkvalleyinfoAnswer

Hi Carranza_nelson, great to see you sharing your query here.

I believe that the payments you're referring to are from your customers and if so, here's a simple way to retrieve a report to sort the payments by payment method

1.) Click on Reports from the left hand panel
2.) In the search field, type Transaction List by Customer to generate this report
3.) Click on Customize at the top right
4.) Under the Filter section, click on it to reveal additional options.
5.) Simply select the payment method you wish to view under the Payment Method drop down menu

A

arkvalleyinfoAuthorAnswer

Hi Carranza_nelson, great to see you sharing your query here.

I believe that the payments you're referring to are from your customers and if so, here's a simple way to retrieve a report to sort the payments by payment method

1.) Click on Reports from the left hand panel
2.) In the search field, type Transaction List by Customer to generate this report
3.) Click on Customize at the top right
4.) Under the Filter section, click on it to reveal additional options.
5.) Simply select the payment method you wish to view under the Payment Method drop down menu

Susi

This worked perfectly. Saved me from asking the same question. Thank you!!!

Rustler

@ carranza

Run the Sales by customer detail report by customer

click the customize button, and then click the row/columns section and set the group by to payment method
then click the rows/columns and add payment method column
set the date range

run report

play with customize if you need more than what is shown

A

arkvalleyinfoAuthor

I did this exactly but it didnt work for me

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