Payment Reports enables you to acquire insights into your company as well as analyze and find key information from your payments in Docketwise.
Click here to learn more about our other types of reports in Docketwise.
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Types of Payment Reports
There are several reports that you may run on the Payment Report depending on how you want the information to be presented in Docketwise.
Payments Over Time
The Payment Over Time report displays data related to Payments received over time on your Docketwise account.
Displaying Data From: Invoice Payments
Results Organized By: Displayed in reverse-chronological order
Primary Columns: Client, Payment Type, Invoice type, Matter, Date created, Amount.
Additional Available Columns: Updated
Filters Available: Payment Type, Invoice type, and Date created.
Payments by Client
The Payment by Client report displays data related to payments received on your Docketwise account and is separated by the contact with which it is related.
Displaying Data From: Invoice Payments
Results Organized By: Displayed in reverse-chronological order
Primary Columns: Client, Payment Type, Invoice type, Matter, Date created, and Amount.
Additional Available Columns: Updated
Filters Available: Payment Type, Invoice type, and Date created.
Payments by Matter
The Payments by Matter report displays the total payments assigned to each of your matters on your Docketwise account.
Displaying Data From: Invoice Payments
Results Organized By: Displayed in reverse-chronological order
Primary Columns: Client, Payment Type, Invoice type, Matter, Date created, and Amount.
Additional Available Columns: Updated
Filters Available: Payment Type, Invoice type, Date created.
Creating a Payment Report
To run an invoice report, you will need to follow the steps below:
From the Docketwise dashboard, click the Create New ▼ button
Choose the Report option
Choose the Invoice category
Choose the specific invoice report that you would like to create
Applying Filters to Payment Reports
Once you have created a new report, you can add the filter(s) you want the report to run by.
In order to use a filter, simply select the filters that you would like to apply and click the Update button.
Adding Custom Columns to Payment Reports
All the different Payment Reports can be customized. In order to start customizing your Reports, you will first need to:
Navigate to the Report Type that you would like to customize
Click the ⚙️ Gear Icon
After clicking on the ⚙️ Gear Icon, you can then edit your Dashboard's columns by
Adding columns
Removing columns
Reordering columns
Adding Columns in Payment Reports
To add a column to a report, you need to check the box on the left side of the column’s name under Available Columns and save your changes.
Removing Columns in Payment Reports
To remove a column from the Dashboard, simply uncheck the box on the left side of the column’s name under Selected Columns and save your changes.
Reordering Columns in Payment Reports
To reorder your columns for the Dashboard, simply drag and drop the column values under Selected Columns and save your changes.
Exporting a Payment Report to a CSV File
You are able to export your report to a CSV file, which can then be saved.
In order to export the payment report, you should click the Export button, which will download the report to a CSV file.
