This report displays a breakdown of revenue sources (credit card, cash, check, or insurance) for individual payments on all invoiced services.
* Pulls in payments that were accepted in the specified date range
* Pulls in Unapplied Payments
- Click Reports > Billing > Payment Methods.
- This report can be filtered by date range, client name, and Payment Method.
- To filter the report, select the date range using the drop downs under Date Range. Type a client's name in the Client field and select the name from the drop down list that appears. If no name is selected, the report will include all clients.
- Specify a payment method by checking the Payment Method box(es) and click Run Report.