Filter and export the Invoice payments report
The Invoice payments report gives you one row for every payment or checkout attempt linked to an invoice. If a customer makes two payments on the same invoice, the report shows two rows. Each row shows the invoice, customer, property, invoice status, payment status, method and reference, notes, created date, paid date, and payment amount.
Where to find it: In the left navigation, click Reports, then open Invoice payments under Financial.
The Payment method column includes the saved reference, for example Business Check (Check #: 1042) or Zelle (Confirmation #: Z-1042). CSV exports include the same value. Renaming or removing a payment method in Settings does not change recorded payments. The Payment speed report also includes these references and lists all successful payment methods when an invoice has more than one payment.
Filter the report
Click Filter above the table.
Choose one of these filters:
Payment status — select one or more payment statuses.
Customer — search for and select one or more customers.
Created date — set a From date, a To date, or both.
Paid date — set a From date, a To date, or both.
Close the filter menu. The table and payment count update immediately.
You can combine filters. For example, select Succeeded, one customer, and a Paid date range to see that customer's successful invoice payments during the period. Both ends of a date range are included and follow your business's time zone.
The Created date is when the payment record was created. The Paid date is the day the customer paid: for card and bank payments made online or charged to a method on file, the day the payment was started; for payments you recorded yourself, the payment date you entered. A bank payment can take several business days to clear; when it cleared on a later day, that day appears under the paid date as Cleared. Sorting, the Paid date filter, and the CSV export use the paid date. The Paid date stays blank for payments that have not succeeded. The payment amount excludes a separately collected processing fee. It reduces the invoice balance only when the payment succeeds.
Each active filter appears above the table. Click a filter pill to remove it.
The toolbar keeps Filter, search, Review mode, and CSV export together. Click the search icon to find payments by invoice number, customer, property address, status, payment reference, notes, displayed date, or amount. Search covers all pages and combines with your active filters.
Understand the two statuses
Invoice status is the same overall status shown when you open the invoice. Payment status describes this individual attempt; an unpaid invoice can have an incomplete checkout attempt.
Unpaid: this checkout attempt has not paid the invoice. The invoice's payment history explains when checkout is incomplete. This replaces the earlier label Requires confirmation and does not mean the bank needs verification.
Checkout started or Payment details needed: the customer has not completed checkout. These statuses do not mean the bank needs verification.
Action required: the customer needs to finish an additional step on their invoice payment page. For bank verification, the invoice's payment details explain that step.
Processing: payment has been submitted and is still processing. Bank payments can take several business days. No customer action is currently requested.
Succeeded: the payment counts toward the paid balance.
Failed or Canceled: this attempt does not count toward the paid balance.
Open the invoice to see payment attempts alongside successful payments. Hover over a payment status in the report for an explanation.
Sort, open, or export payments
Click any column header to sort the report, then click it again to reverse the order. Click a payment row to open its invoice.
Use the page controls below the table to browse payments, 20 at a time. Changing a filter or sort returns you to page 1. Filters and sorting apply to every payment, and CSV exports include every matching row across all pages.
Click the download icon above the table to export a CSV. The export contains the same filtered rows in the same sort order shown on screen. Money is exported as plain numbers so a spreadsheet can sum and format it.
Related guides
Last updated
Was this helpful?