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June 4, 2020
Question

Is there any reports that shows a list of invoice payments by type of payment?

  • June 4, 2020
  • 1 reply
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1 reply

AddieC
June 4, 2020

Hi there, 


As a small business owner, it's important to be in-tune with your customers and their preferred methods of payment. If you have a lot of customers using credit and debit for example, this information is good to know so that you can make these types of transactions simple. I'd be happy to explain how to run a report that will show you invoices and payments and their corresponding payment methods.

 

Follow the steps below:

 

1. Click the Reports tab on the left navigation menu.

2. Select the report called Invoices and Received Payments

3. Select the appropriate date-range. 

4. Click the small Gear icon to the right-hand side of the report title to open customization options. 

5. Click Show More.

6. Check off the box that says Payment Method.

 

Now a new column will appear on your report specifying the payment method used for each transaction.

 

Simple as that! I hope this helps you get back on track with your bookkeeping needs. 

If you have any other questions, please don't hesitate to reach out to our tech support team for further assistance. 

 

Cheers.