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  3. Reports Regarding Payments & Payroll

An Overview of the Payments Report

How to navigate through your payment report.

Maintaining historical records and forecasting future payments are crucial for your studio. In the lesson business, it is essential to track the status of student payments, including those that have been made and future payments that are scheduled.

Payment Report

  • Filter your payment reports by:
    • Student name
    • Teacher name
    • Status (payment status - paid/unpaid)
    • Method of payment (credit card, ACH, cash, etc.)
    • Start date
    • End date
    • Payment time (history or future)
    • Plan type
    • Plan name
    • Lesson type

Payment Filters

  • Quickly see the status of all payments:

Unpaid = Unpaid

Processing = Processing

Paid = Paid

  • By selecting the student's name, you can access a detailed overview of their payment, which includes any issues related to the card on file:

Payment Detail-1

  • For alternative payment methods like cash, check, Venmo, PayPal, and more, you can easily update the payment status by hovering over it with your cursor and manually marking it as "processing" or "paid":

Mark as PaidProcessing

 

Now, you have the power to export all payment reports as a CSV file!

 

Take a look at these other helpful articles regarding payments:

Using Quick Charge

Refunds

Sending Reminder Invoices