Understanding the Payments Report

Modified on Fri, 23 Sep 2022 at 06:33 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.

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