Found in the Reports List, the Payments Received Report provides a list of all payments in a table format, broken down into the following columns:
Invoice No. (Invoice Number)
Job No. (Job Number)
Payment Date
Customer Name
Staff (the staff member who entered the payment)
Method of Payment (e.g. Cash, Eftpos, Credit Card etc).
For payments entered through Xero, the method of payment will be a clickable link, that will open the relevant transaction in Xero.
Total Amount
Filtering the Payments Report
You can apply optional filters to the report to limit the results displayed to meet your reporting requirements. Filters appear at the top of the report, beside the search box.
Filters available include:
Invoice Date
Today
Month to Date
From - To (where you can specify a date range).
Method Of Payment
This will list all Methods of Payment you have configured in the setup of your Auxo Workshop system, such as Cash, Eftpos, Credit Cards etc.