Skip to main content
A
arkvalleyinfo
October 19, 2018
Solved

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

  • October 19, 2018
  • 2 replies
  • 0 views

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

    Best answer by arkvalleyinfo

    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

    2 replies

    A
    arkvalleyinfoAuthorAnswer
    October 19, 2018

    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
      Susi
      January 8, 2020

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

      Rustler
      Rustler
      October 19, 2018

      @ 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
      October 19, 2018
      I did this exactly but it didnt work for me
        Terms & ConditionsAccessibility statement