Run a Payment Received Report

Open in ChatGPT

The Payment Received Report shows the total payments collected over a day, week, or month — filtered to items where payment reconciliation has been completed.

Note

The Payment Received figure will not always match the Collections figure. This is because Payment Received is based on individual order items that have been reconciled, and Boxify’s stacking system can combine items from different dates into one order.

Complete payment reconciliation before running this report to get an accurate figure.

Export the daily payment received report

1. Go to Order Items in the left menu.
2. Filter the item status to Paid.
3. Set the start date and end date to today’s date.
4. Click Export to download the CSV file.

Export the monthly payment received report

1. Go to Order Items in the left menu.
2. Filter the item status to Paid.
3. Set the start date and end date to cover the full month.
4. Click Export to download the CSV file.

See also:

• Run through a sales report
• Manage the collections
• About the Revenue
• Analytic Dashboard