< Receipts Report < View Receipts by Date Range

 

Navigation REPORTS > RECEIPTS

 

How do I view the Receipts Report for receipts within a date range?

 

  • Click the 'from' date in the first panel and then the 'to' date in the second panel

  • Click "Show Report" to see all receipts from within the date range specified

The Receipts Report explained

 

  • Date - the date you entered the receipt either manually or automatically via Stripe on the day the payment was made

  • Receipt Type - how your customer paid their invoice entered manually into Pet Sitter Plus, or automatically if received via Stripe

  • Area - the Area to which your client is assigned. You can assign a client to an Area on the Settings page in the Client Record

  • Client - your customer's Last Name, First Name. You can click on their name and you will be taken to the Client record. To get back to this report, click on "Show Report"

  • Ref - this is the diary ref as entered in the Client record, usually the pet name(s)

  • Details - the reference you enter in the "Details" field on the receipt, usually defaults to "Payment Received"

  • Amount - the amount your customer has paid

 

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