Payments Received Report

Payment Received Report In Accoxi. (1)

Payments Received Report in Accoxi

Payment received means an amount of money received from a customer or business. The Payments received report is the report, contains all the details of payments that you have received from your customers during a particular period. Accoxi is the most modern accounting software that provides easy and deliberate results for accounting. It provides the module of Reports and Payments Received (Customer Payments) report included in it. The report gives an overview of all the payment details received from the customers. It shows the details of Customer name, Payment Date, Reference number, Remarks, Applied invoices, Amount and Payment mode.

When the user opens the ACCOXI account, Reports module will appear on the bottom left side of the modules. Click on the Reports module, it opens to various financial reports of the Organization.

There are various heads of reports like Payables, Receivables, Inventory, Customer Payments, Accounts, purchase, sales etc.

Click on the Customer Payments head and select the option Payments Received.

By clicking on the Payments Received option, details will pop up on the screen.

Payments Received

Payments Received

It shows the details of Customer name, Payment Date, Reference number, Remarks, Applied invoices, Amount and Payment mode. 

 

  Fields

        Description

Customize Report

User can filter the payment received report by using the option Customize Report. By clicking on the customize report, user can filter the report by customer, or by date between. If the user using Customer option, need to select a customer. By clicking on the select option, list of available customers will appear and can select the required one.

User can filter the details by using the option Date in the customize menu. By clicking the by date option, need to enter the starting date along with the end date, and then the payment details of the customers will appear on the basis of the date entered.  By clicking on Run Report, user get the customize report based on data entered.

Print

If the user wants to take the print out of the report, it can be done by using the menu Print on the top right side of the page. When the user clicks on the print menu, it opens to Report page and it contains the details regarding the print.  User can set the page range, page height, width and can enter the required number of copies here. By clicking on the Print button, user gets the print out of the Payment received report.                          

Customer Name

This column shows the Customer name of the particular payment.

Payment date

Payment date will be show on this field. It is the date when the Payment is made by the Customer.

Reference Number

Reference number helps to identify transactions in records and it will be the continuation of the previous payment form.

Remarks

This column shows the narration or additional explanation regarding the payment.

Applied Invoices

This column shows the details of amount paid invoices. If any amount paid by the customer, the reference numbers of the paid invoices will be show on the field.

Amount

This column shows the details of amount paid. If any amount paid by the customer, it will be show on the field.

Payment mode

It shows the mode of payment that used for make payment.

Menus Available in Print View

Payment Received Report View

When the user clicks on the print menu, it opens to Report page. It shows the Payment Received report and it consists of various menus. 

 

    Fields

                   Description

Refresh

If the latest data is not displayed, click on the refresh icon on the top left corner of the page to fetch the new data.

 

Pagination Control

It controls the page navigation. User can select the page by using the page control keys or can enter the page number in the given box. After enter the page number, it will open to the screen.            

Page Setup

This menu helps the user to set the page size, page orientation and margin size.  By clicking on the Page Setup icon, a new tab will appear and user can select the page size, orientation and margin size with the tab.

                 

 

Switch to Interactive Layout

It helps the user to change the page to Interactive Layout. By clicking on the icon, it will change to an interactive layout.

        

Zoom

User can use the zoom option to select the required zoom size for print. By clicking on the select option, available zoom size will appear and can select required size.

                           

Print

By clicking on the Print button, user gets the print out of the report.

 

Export

Export menu enable the user to export the report to PDF format and can save in the system.                

When the user click on the Export menu, a new tab will appear for save the file. Then user can select the location to save the file, can set a name and click on save button to save the file as PDF format.            

                                                                                                        

Exit

Exit menu is for exit from the Print report page and it redirects to previous page.

                                   

 

 

Frequently Asked Questions?

01What is the content of Payments Received report in ACCOXI?

In ACCOXI from Customer Payments user can access the Payments Received Report. The received s made report shows all the payments received transaction from the customer to the business. The report includes customer name, date, amount, payment mode etc.

02How to take print of the Payments Received Report with complete list of items?

  • Click on the Reports Module.
  • Select the option Payments Received from Customer Payments head.
  • At the right hand side of the report, there is a Print button.
  • Click on the Print button and it opens the print view form.
  • You can set the page range, page height, width and can enter the required number of copies here.
  • Click on the Print button to get the printout of the payments received report with complete list of items.

03How can I export the payments received data in to Excel format?

  • Click on the Reports module.
  • Select the option payments received from customer payments head.
  • At the right hand side of the report, there is a Print button.
  • Click on the Print button and it opens the print view form.
  • Click on the Export button at the bottom right side of the page.
  • New window will appear for to save the file. You can select the location to save the file.
  • Click on save button to save the data in Excel format.

04How can I check the Payment mode of a transaction in the Payments Received report?

  • Click on the Reports Module.
  • Select the option Payments Received from Customer Payments head.
  • Then the payments received report opens and at the right end side of the report table user can view the payment mode of the corresponding transaction.

05Is there any option to filter the Payments Received report by selecting a single customer?

Yes. You can filter the Payments Received report by using the option Customize Report and can filter the data with a single customer.. It can be done by following steps;

  • Click on the Reports Module.  
  • Select the option Payments Received from Customer Payments head.
  • Click on the Customize Report menu.
  • By clicking on the customize report, you can filter the report by date between and customer. If you want to filter the data by single customer select the customer from the drop down list.
  • Click on Run Report to get the customized data