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Payment log for Invoices
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Is there a way to add a log of all payments made on an invoice in the same manner that it appears on our contract tab? I am trying to customize invoices to show all payments made, along with type and date/time tendered- currently, only the last payment made shows.
The same question
I've added a Payments report to your account for you that will do this. You can customize it if you like.
I've added a Payments report to your account for you that will do this. You can customize it if you like.
Thanks for the followup, but I am not looking for a separate report. I was checking to see if the invoice could have all payment information specific to the assigned order viewable on the invoice itself (pethaps with a template variable?). The same way that it shows on the contract tab.
Thanks for the followup, but I am not looking for a separate report. I was checking to see if the invoice could have all payment information specific to the assigned order viewable on the invoice itself (pethaps with a template variable?). The same way that it shows on the contract tab.
We don't have a way to do this currently. I'll add it to the list.
We don't have a way to do this currently. I'll add it to the list.
How does this payment report work?
i went in and set my dates in the lead screen to today and when i went and chose daily payment report from my custom choices i got nothing...
im assuming that is because the payments made was for events not on today but i know we took in payments today because i got the email notifications ...
i want to be able to do a daily report of all payment received on a specific date to be able to compare income shown in the daily register to the actual payments posted and made in IO
How does this payment report work?
i went in and set my dates in the lead screen to today and when i went and chose daily payment report from my custom choices i got nothing...
im assuming that is because the payments made was for events not on today but i know we took in payments today because i got the email notifications ...
i want to be able to do a daily report of all payment received on a specific date to be able to compare income shown in the daily register to the actual payments posted and made in IO
Select Payment Date and put your date in. Then view the report.
Select Payment Date and put your date in. Then view the report.
Yea i missed the date range pick
Yea i missed the date range pick
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