🔒 The Bill payers report is available on all our packages for staff members with the Show Financial Reports permission enabled
Where to Find the Bill Payers Report
To find the Bill payers report:
Click on Finances in your sidebar
Go to Reports
Click on Bill payers
💡 You can also find the Bill payers report by going to Reports in your sidebar and finding Bill payers in the Standard reports section
What Information is Included on the Bill Payers Report
The Bill payer report is designed to give you a clear, easy-to-use overview of your billing information. On the Bill payers report, you'll see the usual suspects like bill payer names, emails, reference numbers and their balance. As well as a Payment method column that shows which payment methods are linked to each bill payer:
You can hover over the icons for more details (red represents credit cards, blue represents debit cards, TFC means the bill payer pays using Tax-free childcare, and the BACS logo represents Direct Debit payments). If a payer has multiple payment methods, you’ll see all their icons displayed in a row.
The Payment automation column shows whether payments have been made manually or automatically. If no payment method is set up for a particular bill payer, it’s marked as manual.
If you have set up Automatic invoicing, you can see each bill payer's invoicing frequency in the Automatic invoicing column.
💡 You may notice that the Direct Debit column is no longer displayed in the Bill payers report, but don’t worry, this information is still available in the CSV exports if you need it
Everything is laid out in a logical column order, and you can filter by payment method or automation status to quickly find what you need. These filters also apply to the CSV export, making it easier to manage your records.
How to Download the Bill Payers Report
To export and download your Bill payers report, click on the Export CSV button and wait for the file to load. Once it's ready, click on Download CSV to save the file to your computer.
When you export the Bill payer report, you'll get a clear overview of the payment details linked to each bill payer, including:
Payment methods: This shows the different types of payment methods associated with a bill payer. Since multiple logins can be linked to the same bill payer, there may be several payment methods listed.
If more than one type is used, they’ll be comma-separated. To keep things simple, we list only the payment method types, not individual payment sources
💡 For example, if a bill payer has three debit cards saved, the report will simply display Debit card once
Automated payment method: This column shows which payment method type is set up for automatic payments. This could be either Debit card or Direct Debit. Since a bill payer can only have one method for automated payments, only a single payment type will appear here
The CSV will also include all the other columns shown on the Bill payers report, including bill payer names, emails, reference numbers, balances, and Direct Debit information