FieldPulse does not have a dedicated report specifically for deposits. However, you can use tags or payment notes to help you filter for deposits when running a revenue report.
How to Track Deposits for Reporting
Since there isn't a direct "deposits" report, you can create a system to identify deposits within your other financial reports:
Use Tags: When you apply a deposit to a job, invoice, or estimate, add a specific tag to the document, such as "Deposit" or "Initial Payment." Later, when you generate a revenue report, you can use the filter option to include only the documents with that tag.
Use Payment Notes: When you record the payment, add a note in the payment notes field (e.g., "Initial Deposit"). When you export your revenue data, you can use these notes to easily identify and filter for deposit payments in your spreadsheet.
By using either of these methods, you can effectively track and report on deposits within FieldPulse.
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.