Use the Payments tab to create reports based on payment data including payment method, payment date/time, related invoice record, and more. Some common payment reports include payments by method, by team member, and by customer.
Create a Payment Report
Date Range
Begin by selecting the start date range for which you’d like to report on. Click on the calendar icon to select a date range and click Load Data.
Today: From 12:00 AM to the current time
Yesterday: Previous day from 12:00 AM to 11:59 PM
This Week: From Monday through Sunday of the current week
Last Week: Previous week
Last 7 Days: Previous seven days, including today
This Month: From the first of the current month to the current day
Last Month: Entire month before the current month
Last 30 Days: Previous 30 days, including today
Custom: Use the calendar to select start and end dates
Columns
Select the columns to include in your report by clicking Columns. The payment report includes these columns by default:
#ID: Payment number
Amount: Dollar amount of payment
Method: Payment method
Customer: Customer linked to the payment
Created At: Date and time the payment was created
Created By: Author of payment record
Notes: Notes on payment record
Reference: Payment reference ID
Parent Job
Job Title: Linked job record title
Created By: Job record author
Assigned Team Members: Team members assigned to the job
Assigned Teams: Teams assigned to the job
Parent Invoice: Related invoice record
Refunds: Dollar amount of refunds issued
QB Originated: Yes or No indicating if the record originated in QuickBooks.
Customer
Custom Fields: User-created fields related to the customer record
Customer Phone: Customer’s primary phone number
Customer Email: Customer’s primary email address
Customer Phone 2: Customer’s secondary phone number
Customer Email 2: Customer’s secondary email address
Customer Assigned To: User assigned to customer record
Customer Lead Source: Lead source on the customer record
Customer Pipeline Status: Customer’s custom sales pipeline status
Customer Next Steps: Next steps listed on custom sales pipeline
Customer Notes: Notes on customer record
Customer Job Notes: Job notes on customer record (automatically inserted onto job records)
Customer Created Date: Date and time the customer was added to FieldPulse
Customer Tags: Tags attached to the customer record
Filters
Before running the report, set filters to narrow your results. From the Filters icon, select how you want to filter the report:
#ID: filter by contents
Method: select method
Customer: filter by contents
Created At: filter by date
Created By: filter by contents
Notes: filter by contents
Reference: filter by contents
Payment Recorded Date: filter by date
Parent Job
Job Title: filter by contents
Job Status: filter by status
Created By: filter by contents
Assigned Team Members: filter by contents
Assigned Teams: filter by contents
Parent Invoice
Parent Invoice Status: filter by status
Parent Invoice Total: filter by contents
Parent Invoice Tax Rate: filter by contents
Parent Invoice Tax Amount: filter by contents
Refunds: filter by contents
Customer
Customer Phone: select phone number
Customer Email: select email address
Customer Phone 2: select phone number
Customer Email 2: select email address
Customer Assigned To: filter by contents
Customer Lead Source: select lead source
Customer Pipeline Status: select status
Customer Next Steps: filter by contents
Customer Notes: filter by contents
Customer Job Notes: filter by contents
Customer Created Date: filter by contents
Customer Tags: filter by contents
Related Project
Related Project Status: filter by status
When filtering by contents, you will need to choose an operator and then enter values to filter the data. Use the table below to learn more about each operator.
Operator | Retrieves Data | Example | Data Retrieved |
Equals | Equal to a specified value | Created By - Equals Tom Gause | For all records created by Tom Gause only |
Not Equal | Different from a specified value | Tag - Not Equal to HVAC | For all records except those using the HVAC tag |
Less Than | Lower than a specified value | #ID - Less than 1144 | For all records below #1144 |
Less Than or Equal To | Lower than or equal to a specified value | Job Date/Time - Less than or equal to 12/13/2023 | For jobs scheduled before or on 12/13/2023 |
Greater Than | Greater than a specified value | Job Duration - Greater than 60 minutes | For jobs in the In Progress status type for over 60 minutes |
Greater Than or Equal To | Greater than or equal to a specified value | Job Date/Time - Greater than or equal to 1/1/2024 | For jobs scheduled on or after 1/1/2024 |
In Range | Including and between two specified values | #ID - Between 1225 and 1236 | For all estimate records with #IDs between 1225 and 1236 |
Starts With | Begins with a specified value | Title - Annual | For all job records beginning with Annual |
Ends With | Ends with a specified value | Location - TX | For all job locations ending with TX |
Blank | No values are in the field | Subtitle | For all job records with blank subtitles |
Not Blank | Values in the field | Notes | For all job records with values in the notes field |
Common Payment Reports
Payments by Method
Use this report to view payments sorted by payment method.
Columns: Customize to your needs, but must include Method
Group by: Method
Payments by Team Member
Use this report to view payments sorted by team member.
Columns: Customize to your needs, but must include Created By
Group by: Created By
Payments by Customer
Use this report to view payments sorted by customer.
Columns: Customize to your needs, but must include Customer
Group by: Customer
Have additional questions?
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