Payment Report

How to Navigate Through Your Payment Report

Payment Report

Filter through your payment reports with ease thanks to our new updated filters!

Historical Record keeping as well as future projection for your studio is so important.  In the lesson business we must know the status of our students payments when paid and when future payments are scheduled!

Payment Report

 

Filter your payment reports by:

  1. Student Name
  2. Teacher Name
  3. Status (Payment Status)
  4. Method of Payment (Credit Card, ACH, Cash, etc.)
  5. Start Date
  6. End Date
  7. Payment Time (History or Future)
  8. Plan Type
  9. Plan Name
  10. Lesson Type

 

Payment Filters

Quickly see the status of all payments:

Unpaid Unpaid

Processing Processing

Paid Paid

Clicking on the student's name will give you the full breakdown of the payment including any errors for the card on file!

Payment Detail-1

For alternative payment methods such as cash, check, venmo, paypal, etc. simply hover your cursor over the payment status to manually mark the payment status as "processing" or "paid".

Mark as PaidProcessing

All Payment Reports can now be exported as a CSV!

 

See Also:

Using Quick Charge

Refunds

Sending Reminder Invoices