Income Report – view the income your centre has received : Social Planet

Income Report – view the income your centre has received Print

Created by: Michael Hillier

Modified on: Mon, 12 Jul, 2021 at 4:06 PM

To view all the income your centre has received excluding income from online credit card payments

Ideal for reconciling your accounts with your General Ledger

Go to Main Menu select Reports then Payment and Income
Use the Date Filter to display a specific time period
Select the Income payment types ie. Bank Transfer, Cash
Then select the Apply Filter
In the Income table the data will be displayed by Date, Payer, Details, Payment Date, Type, Amount, Invoice, Client and Booking / Activity
Select the CSV button to download

Michael is the author of this solution article.

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Income Report – view the income your centre has received Print