Create an Invoice Payments Report

Updated on June 3rd, 2024

Payment information including payment method, surcharge % and values can be added to Invoice standard reports to create a customised payments report.

Record an Invoice Payment Create an Invoice Payments Report

Go to Reports > Invoices. Select an Invoice report from the list, e.g. Processed Invoices Click Customise (top right corner). Use the search box to locate ‘Payment’ columns. Check the box on each column you want to include in your report. Click Refresh Report. Save your report You can save this custom report for next time via the Save tab.

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