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!
Filter your payment reports by:
- Student Name
- Teacher Name
- Status (Payment Status)
- Method of Payment (Credit Card, ACH, Cash, etc.)
- Start Date
- End Date
- Payment Time (History or Future)
- Plan Type
- Plan Name
- Lesson Type
Quickly see the status of all payments:
Unpaid
Processing
Paid
Clicking on the student's name will give you the full breakdown of the payment including any errors for the card on file!
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".
All Payment Reports can now be exported as a CSV!
See Also: