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 DisplayedDescription
Payment DateDisplays the Payment Date (from the Payment Data Entry Screen)
Contract DateDisplays Contract Date from the Job Data Entry Screen
Contact NameDisplays the name of the Contact from the Contact Data Entry Screen
Job NameDisplays the Job Name from the Job Data Entry Screen
Job NumberDisplays the Job Number from the Job Data Entry Screen
Job StatusDisplays the Job Status from the Job Data Entry Screen
Job AmountDisplays the Total Contract (a total of all products entered in on the Job Data Entry Screen)
Payment TypeDisplays the Payment Type (from the Payment Data Entry Screen)
Payment MethodDisplays the Payment Method (from the Payment Data Entry Screen)
Payment DescriptionDisplays the Payment Description (from the Payment Data Entry Screen)
Payment AmountDisplays the Payment Amount (From the Payment Data Entry Screen)
Balance DueDisplays 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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