Payments Received Report in Accoxi

Payment received refers to the funds received from a customer or business. A payment received report is a financial document that provides a summary of all payments received by a business within a specified period. This report typically includes details such as the date of payment, the payer's name or account, payment method, invoice references, and the amount received. Payment received reports are essential for tracking cash flow, monitoring customer payments, and maintaining accurate financial records.

PAYMENTS RECEIVED REPORT IN ACCOXI

Navigate to the Customer Payments section and choose the Payments Received option. Upon clicking on Payments Received, detailed information will appear on the screen.

MENU AVAILABLE IN PAYMENTS RECEIVED REPORT

Field	Description
Customize	The user has the flexibility to tailor the report data by clicking on this button. Data filtration is possible based on the date period, and customer name. In the filter window, the user can input the starting and ending dates to customize the data according to the specified date range. Additionally, you have the option to filter the data based on the customer by searching the customer name using the filter option.
Export to Excel	By clicking this button, users can export the report to Excel.
Export to PDF	Clicking this button allows the user to export the report to PDF.
Print	This button enables users to print the payment received report.
Email	To send the report via email, simply click this button. The report in PDF format will be attached to the email, and you can input the recipient's email address, CC address, subject, and any additional details for the email.
Pagination	The pagination control offers the capability to navigate from one page to another.
Exit	Clicking the 'Exit' button allows the user to exit from the report.

DATA AVAILABLE IN PAYMENTS RECEIVED REPORT

Field	Description
#	The symbol '#' represents the number of lines in the given context.
Customer Name	The customer associated with the receipt transaction is displayed here.
Payment Mode	The payment method is specified here, indicating whether the amount was received in cash or through a bank transaction.
Payment Date	The date of the receipt transaction is displayed here.
Ref No	The reference number of the receipt transaction is visible here.
Remarks	The remarks added within the transaction are displayed here.
Applied Invoices	The invoice reference number applied to the given receipt entry is displayed here.
Amount	The amount of the receipt transaction is displayed here.

Frequently Asked Questions?

01What is the content of Payments Received report in ACCOXI?

In ACCOXI from Customer Payments user can access the Payments Received Report. The received s made report shows all the payments received transaction from the customer to the business. The report includes customer name, date, amount, payment mode etc.

02How to take print of the Payments Received Report with complete list of items?

Click on the Reports Module.
Select the option Payments Received from Customer Payments head.
At the right hand side of the report, there is a Print button.
Click on the Print button and it opens the print view form.
You can set the page range, page height, width and can enter the required number of copies here.
Click on the Print button to get the printout of the payments received report with complete list of items.

03How can I export the payments received data in to Excel format?

Click on the Reports module.
Select the option payments received from customer payments head.
At the right hand side of the report, there is a Print button.
Click on the Print button and it opens the print view form.
Click on the Export button at the bottom right side of the page.
New window will appear for to save the file. You can select the location to save the file.
Click on save button to save the data in Excel format.

04How can I check the Payment mode of a transaction in the Payments Received report?

Click on the Reports Module.
Select the option Payments Received from Customer Payments head.
Then the payments received report opens and at the right end side of the report table user can view the payment mode of the corresponding transaction.

05Is there any option to filter the Payments Received report by selecting a single customer?

Yes. You can filter the Payments Received report by using the option Customize Report and can filter the data with a single customer.. It can be done by following steps;

Click on the Reports Module.
Select the option Payments Received from Customer Payments head.
Click on the Customize Report menu.
By clicking on the customize report, you can filter the report by date between and customer. If you want to filter the data by single customer select the customer from the drop down list.
Click on Run Report to get the customized data