Viewing the Payments by Client Report

  1. Click on the “Reports” menu.
  2. Click on “Sales Reports“.
  3. From the “Sales Reports” page, select the “Payments by Client” report.
    1. Select “Details” to view data for each payment transaction separately.
    2. Select “Summary” to view the total movements of payments for the specified period.
  4. After viewing the report, you can apply several additional filters, which are:
    • Invoiced By: Select a specific user or all users to display the report for invoices added through them.
    • Collected By: Select the user for whom to display their collections only, or “All” to display all collections.
    • Currency: Select the currency in which you want to display the report.
    • Payment Method: Select a payment method to view payments related to it only, or “All” to view payments for all methods.
    • Client: Choose the client whose sales report you want to display.
      • If no specific client is selected, the system will display the report for all clients.
    • Date Range: You can specify the beginning and end of the period for which to view the report through this field.
    • Branch: Select one or more branches to display the sales report for their invoices.
  5. Once the filters are modified, click “Show Report“.
  6. You can print the report from “Print” or export it to a CSV, EXCEL, or PDF file from the export options.

Note: You can change the report view mode from viewing by client to viewing by who collected – the staff , or the staff invoices by, or by the time period through the “Client” field located below the filter determinants.