In this article:
How do I find the 'All Invoicing Activity' report
Keep track of all invoicing, bill payers, and payments and easily add new payments. To find the 'All Invoicing Activity' report:
Log in to the app and click on the 'Apps' menu
Click on the 'Revenue and Debt' app
Click on 'All Invoicing Activity'
You can view payments by selecting 'Payments' from the 'Show' drop-down menu. You can filter by:
Payment Date, which the date that appears on the payment,
By 'created/deleted at' date, which is the date the payment was created in or deleted
All of the information can be exported in a CSV file.
Add a payment
From both the show 'Invoices' and show 'Payments' screen, you can add Payments, via the Apply Payment box on the right. Find out more about logging a payment in the article below:
Keep track of all your invoices by selecting 'Invoices' from the 'Show' drop-down menu. You can filter the invoices by:
'Invoice date', which is the date that appears on the invoice,
'Created at' date, which is the date the invoice was created and sent.
These too can be as a CSV file.
By selecting 'Bill Payers' from the 'Show' drop-down menu, you will see a list of all the Bill Payers (in alphabetical order) along with their details. You can choose to filter by:
As of a certain date,
Archived bill payers
This table too can be downloaded as a CSV file.
Keep track of all your deposits by selecting 'Deposits' from the 'Show' drop-down menu. To find out more about managing deposits, visit the article below:
Direct Debit files
Keep track of all your deposits by selecting 'Direct Debit Files' from the 'Show' drop-down menu. To find out more about Direct Debit files, visit the article below: