Viewing the Payments by Method Report
- Click on the “Reports” menu.
- Click on “Sales Reports“.
- From the “Sales Reports” page, select the “Payments by Method” report.
- Select “Details” to display data for each payment transaction separately.
- Select “Summary” to view the total payment movements for the specified period.
- After viewing the report, you can apply several additional filters, including:
- Invoiced By: Select a specific user or all users to display the report for invoices added through them.
- Collected By: Select the user to display only their collections, or “All” to display all collections.
- Currency: Choose the currency in which to display the report.
- Payment Method: Select a payment method to display only its associated payments, or “All” to display payments for all methods.
- Client: Select the client whose sales report you wish to view.
- If no specific client is selected, the system will display the report for all clients.
- Date Range: You can define the start and end of the period for which to view the report through this field.
- Branch: Select one or more branches to view the sales report for their invoices.
- Upon modifying the filters, click “Show Report“.
- You can print the report from “Print” or export it to CSV, EXCEL, or PDF using the export options.
Note: You can change the report display mode from viewing by payment method to viewing by client, or invoiced- by, or by the time period through the “Method” field located below the filter selectors.