Billing & Payments
Payment Reports
reports payments
Payment Reports
Overview
The Payments & Transactions report gives you full visibility over every payment received, online or offline.
This report includes:
- Online payments (Stripe)
- Cash
- Checks
- Zelle
- Bank deposits
- Other manual payments
- Refunds
- Partial payments
- Customer name
- Invoice number
- Job or property
Step-by-step
Step 1 — Go to Transactions
Open Billing → Transactions.
Step 2 — Filter
You can filter by:
- Date range
- Customer
- Payment type
- Status
- Amount range
- Invoice
Step 3 — Export
Click Export CSV to download your payment data for accounting or tax purposes.