How to generate a PDF payment report

The Payments Center allows you to easily create and download a PDF payment report that displays account totals. Here are the steps!

Other Payments Center reporting options:

1

Access the Payments Center

First, use your Admin User credentials to log in to your site. Then, click Payments in the blue Admin Toolbar to access the Payments Center.

NOTE: Only users assigned FULL Payment Security will have access to generate reports as described in this article.

2

Select the account(s) or subaccount(s)

Once in the Payments Center, select the account(s) or subaccount(s) for which you'd like to generate the PDF payment report.

To do this, go to the Transactions / Reporting tab, then use the left submenu to select one of the following: Accounts, Subaccounts, or Accounts & Subaccounts (pictured below).

Then, you can choose to include or exclude specific accounts or subaccounts by clicking the blue checkmarks next to the account and subaccount names in the Filter & Search Options area (pictured below).

3

Specify your Date Range

By default, the Date Range selector will be set to This Month. Click Last Month or Custom to generate a report that covers a different date range.

4

Click to generate your PDF

Once you've selected the appropriate account(s) and subaccount(s) and specified your date range, just click Download: PDF (highlighted below) to instantly download the printable PDF payment report.

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