Understanding the Payments Report

Modified on Fri, 23 Sep, 2022 at 6:33 PM

The Payments Report provides a list of all actual payments received, for the dates selected. You can download the data to a .CSV file.

Tip: The Payments Report has many uses:
Use to reconcile accounts (for example to ensure all deposits are accounted for and received).
For taxes, you can easily report all income received for any dates selected.
Filter by Client Area to get a targeted view of Payments.

How Do I View and Export the Payments Report?

Navigation: Reports > Payments

Select a custom date range or use a quick report button, i.e. "This Week."
- To view the previous timeframe click the "<" button.
- To view the next timeframe click the ">" button.
(Optional) Add a filter, click the "All Client Areas" drop-down and select an Area.
Click "Reload" to view your customized Payments Report.
(Optional) Select "Download CSV" to Export the data displayed.

How to run a payments report in your pet sitting software

Tip: Areas can be a helpful tool to manage your business, for example, you can create Client Areas for different parts of town or neighborhoods. See How Would I Use Areas?

Note: A .CSV file can be opened with most spreadsheets, such as Microsoft Excel or Google Sheets, as well as uploaded to accounting programs like QuickBooks or Xero.

Report Columns Explained 
Date: Date the receipt was entered manually or automatically via Stripe.
Payment Type: Method of payment, such as cash, check, bank transfer, etc., or automatically if received via Stripe.
Area: Area your client is assigned.  Assign a Client Area in Client Admin > Settings.
Client: Last Name, First Name.  Click on name to access the Client account.  To return to this report, click "Back."
Ref: Schedule Ref as entered in the Client account, usually the pet name(s).
Details: Reference entered in receipt "Details," usually defaults to "Payment Received."
Amount: Amount of payment.