Reporting on Payment Methods

Payment Method Listing Reports

See Customer Configuration Listing to print a list of customer accounts with their configured options, including the default payment method for each customer.

Payment Method Analysis Reports

See Payment Summary by Entry Date to print a list of payments for a specified period of time, grouped by payment method. Because this report is processed by entry date, payment adjustments as well as pre- and post-dated payments will appear on the date that the entry was made, not the date of the payment transaction.

See Payment Summary by Transaction Date to print a list of payments for a specified period of time, grouped by payment method. Because this report is processed by payment transaction date, payment adjustments as well as pre- and post-dated payments will appear on the payment date, not the date that the entry was recorded.

See Daily Payment Summary by Entry Date to print a list of daily payments for a specified period of time, grouped by date of payment entry and payment method. Because this report is processed by entry date, payment adjustments as well as pre- and post-dated payments will appear on the date that the entry was made, not the date of the payment transaction.

See Daily Payment Summary by Transaction Date to print a list of daily payments for a specified period of time, grouped by date of payment transaction and payment method. Because this report is processed by payment transaction date, payment adjustments as well as pre- and post-dated payments will appear on the payment date, not the date that the entry was recorded.

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Payment Terms