Cash Report

Christian J. shared this question 23 days ago
Answered

Is there a way to run a report to show cash transactions?

Comments (1)

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You could just go to Settings-->Payments and search for cash payments. What do you want the report to show? You could also create a filter for leads that have a cash payment type, and apply the filter to any existing report that you want to view.

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I went to filter and create filter but don’t see an option to make a cash one

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It would just look like this:


ed7b632d7ab2d4adb6e2a47c0b35d791

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It says this

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You will need to add the Payment Method field name to the filter....Payment Method - equals - cash.

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