Tracking Payment Categories

It is very important that you are able to track not only your payment information but what categories they belong to.

To balance this information, you will use five reports

• Payments List Report
• Payments and Charges (by Programme)
• Payments and Charges (POS)
• Payments and Charges (Other)
• Credit List 

The first report to open will be the Payments List, add in your filters (remember not to include credit redemption). Open the other four reports using the exact same filters otherwise the reports will not balance.

The total of the Payments List Report will then be divided amongst the four other reports under Paid.

All reports are able to be downloaded.