Payment Details

This report provides detailed insights into customer invoice payments. It includes essential data such as invoice numbers, payment dates, amounts, payment methods, reference numbers, and customer information.

This report is useful for user because,

Enhanced Payment Tracking: Helps track when and how payments were received for better financial transparency.

Improved Customer Management: Customer details linked to invoices make it easier to resolve payment discrepancies or provide support.

Diverse Payment Methods: Includes both online and cash payments, providing flexibility in analyzing customer preferences.

Error Reduction: Reference numbers and timestamps ensure payments are easily verifiable and accurately recorded.

Export Options:The availability of Excel and PDF export options allows for convenient sharing and analysis of the report.

Here is a reference video:

Steps to check the Invoice payment report

• Click on Reports from left menu

• Select All reports

• Click on  Payment Detail tab