Payment Report

The Payment Report displays payment information for each job.  This allows you to track what types of payments and how much are coming in and when.

Payment Report Images

Report Columns Displayed Description
Payment Date Displays the Payment Date (from the Payment Data Entry Screen)
Contract Date Displays Contract Date from the Job Data Entry Screen
Contact Name Displays the name of the Contact from the Contact Data Entry Screen
Job Name Displays the Job Name from the Job Data Entry Screen
Job Number Displays the Job Number from the Job Data Entry Screen
Job Status Displays the Job Status from the Job Data Entry Screen
Job Amount Displays the Total Contract (a total of all products entered in on the Job Data Entry Screen)
Payment Type Displays the Payment Type (from the Payment Data Entry Screen)
Payment Method Displays the Payment Method (from the Payment Data Entry Screen)
Payment Description Displays the Payment Description (from the Payment Data Entry Screen)
Payment Amount Displays the Payment Amount (From the Payment Data Entry Screen)
Balance Due Displays the result of the Total Contract minus any payments that have been entered

Filtering Options (ie-Date Range)
All Records
Payment Date Range

Grouping Options
None
Payment Type
Payment Method
Job Status

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