Payment options

Harold Fisher shared this question 4 years ago
Answered

Is there a way to build a report with payment options? For example I would like to see how much was brought in with credit cards in one report, cash in another and checks in yet another.

Comments (5)

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Yes. You create a lead report, and drag in the field "payment method" from the available columns.

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What that created was a report with all payment forms on the same report, what I would like to do is have each payment method with its own report.

When I created this report cash and check options are blank, the only option visible is the credit one. I have attached a copy of the report I created. Maybe I am doing something wrong....


Thank you

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Sorry, I told you the wrong column. There's one for "payment type" as well

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Nope not what I asked for. The report that I have built gives all payment types in one report.

What I am looking for is one report that has all checks, one report that has all cash and yet another report that has all credit card payments.....

Also is there any way to view deleted lead quotes?

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We don't have a Payment Type filter at this time, so you'll get all the payment types in one report and need to manipulate the data in a spreadsheet editor slightly.


There is not a way to see deleted leads.

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