Payment Reports
complete
Jessica Gelder
I would like to be able to pull a report that shows each payment with client name, date and what the client paid for each payment and what was deposited in my account for each payment. So we can track the difference between the original client payment and what is taken as the processing fee.
Product Team
complete
Hi Jessica! This functionality already exists and called Sales report. You can pull exactly the report you described from your invoices tab, then clicking Export on the right hand side.
The system will offer you an option to choose the time frame - please note that these dates reflect the time when the invoice was created not paid by your client.
Please find more information here: https://help.maroo.us/en/articles/5847559-sales-reporting-on-maroo
Product Team
Hi Jessica Gelder! This functionality already exists and called Sales report. You can pull exactly the report you described from your invoices tab, then clicking Export on the right hand side.
The system will offer you an option to choose the time frame - please note that these dates reflect the time when the invoice was created not paid by your client.
Please find more information here: https://help.maroo.us/en/articles/5847559-sales-reporting-on-maroo