The Payments Report in Shoply provides a detailed overview of all payment transactions recorded in the system for various sales invoices. A single invoice can have multiple payments, and this report allows you to track every payment made on the system. Additionally, it offers filtering options based on payment reference, sales invoice, customer, creator, payment method, and payment dates. You can also export the payment report or search within the records for specific payments.
What is the Payments Report?
The Payments Report is a comprehensive log of all payments made in Shoply, whether they were made in cash, credit, or any other payment method. This report allows business owners to keep track of all payments made for each sales invoice and to view the complete payment history of their transactions.
Key Features of the Payments Report
1. Multiple Payments – For a single sales invoice, multiple payments can be made, and they will all be recorded in the payments report.
2. Filter Payments – Payments can be filtered based on several criteria like payment reference, customer, payment method, and dates.
3. Export Options – You can export the payment report in different formats such as Excel, CSV, or PDF for easier record-keeping and sharing.
4. Search Payments – The system provides a search feature to quickly locate any specific payment using relevant keywords or details.
How to Access the Payments Report
To generate and review the payments report, follow these steps:
Steps to Access the Payments Report
1. Navigate to Reports > Payments Report.
2. You will see a table listing all the payment transactions, including details like payment reference, sale number, customer name, amount paid, and payment method.
3. Use the filters at the top of the screen to refine your results, such as selecting a specific customer or date range.
Filtering Payments
The Payments Report can be customized to show only the information that is relevant to you. You can filter the payments based on various criteria, making it easier to track specific transactions.
Steps to Filter Payments
1. From the Reports > Payments Report screen, use the filter fields at the top.
2. You can filter by Payment Reference, Customer, Payment Method, and Date Range.
3. Once you've entered your criteria, click on Submit to filter the report accordingly.
Exporting Payments Report
Shoply allows you to export the Payments Report in different formats for record-keeping or sharing with other team members.
Steps to Export the Payments Report
1. Navigate to Reports > Payments Report.
2. At the top of the report, you'll find options to export the data in Copy, Excel, CSV, PDF.
3. Click your preferred format, and the report will be downloaded in that file type.
Searching for Payments
If you're looking for a specific payment, Shoply provides a search bar to make it easy to find any payment based on a keyword or detail like customer name, sale number, or payment reference.
Steps to Search for Payments
1. Navigate to Reports > Payments Report.
2. At the bottom of the table, you'll see a search bar labeled Type & hit enter to search the table.
3. Enter the relevant keyword (e.g., customer name or payment reference) and press Enter. The report will be filtered to display only matching results.
The Payments Report in Shoply is an invaluable tool for tracking all payment transactions made in the system. With features like multiple payment tracking, filtering, exporting, and searching, this report ensures that businesses can easily monitor their financial transactions and maintain accurate records. Use the steps outlined in this guide to efficiently manage and analyze payment data in Shoply.
