How can I create and print (or save as PDF) payments reports?

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By Simona Martinov

updated 2 months ago

1. Go to the Reports page. 

2. Then go to the Payments tab. 

3. Select the date range and the client(s). 

4. Choose how to generate the report: For outstanding payments or for received payments

5. Click on the blue Show button. 

6. Scroll down to the bottom of the page to Print Report

Tip: There you'll also have an option to Save as PDF or Export to Excel the report. 

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