💳 Payment Summary Report
This report provides a summary of total customer payments, grouped by payment method, based on cash basis accounting.
🛠️ How to View and Download the Payment Summary
1. Go to Report > Payment Summary
2. Select the Period
- Choose the date range you want to view
- Click Apply to generate the report
- To download, select Excel or CSV format
3. Compare Periods
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Click “Show More”
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Select a comparison period and click Apply