The Received Payments page shows all of the payments you have received from every event in one place. You can see how much you received, whether the payment was made on time or late, the tax allocated to an individual payment, and so much more!
🚨When visiting the page for the first time, the system will need to calculate your payment stats. You will see a page like this that will show the progression of the loading process. You can wait for the system to finish or come back later once the process has finished.
Search & Filters
At the top of the page, you’ll find the Search and Filters sections, which help you refine the data displayed in the Received Payments section.
Search
The Search section allows you to locate payments based on:
- Event Name
- Client Name
- Ceremony Location
- Reception Location
- Event Lead
- Event Type
- Referral
- Required Payment Name
- Event Date
- Date Paid
- Due Date
Filters
The Filters section lets you further narrow your results by selecting specific criteria. These include options like whether a payment was on time or late, the amount paid, whether it was paid by credit card, and more!
Quick Stats
The Quick Stats area provides an at-a-glance summary of your financial data, including:
- Totals
- Taxes
You can adjust the data displayed in this section using the drop-down menu in the top right corner.
Received Payments
The Received Payments section displays financial data for payments that match your search criteria. Here, you can:
- Customize the displayed columns using the Settings menu
- Click on an Event Name to navigate directly to that event
- Export the table into a CSV
This section gives you a clear breakdown of your financial data, ensuring easy access the information you need.
