We know it's important to have access to real-time reporting to manage current business as well as study trends, and plan for the future.
To access reports, click the "More" button in your left hand menu, then "Reports"
Select your desired date range
Select file type (csv or pdf)
Financial Reports
Invoice & Payment Report
This is one of our most detailed and insightful reports. It breaks down past and upcoming payments by client. Details include:
Customer name
Event date
Invoice sent date
Invoice status
Amount due
Amount paid
Amount outstanding
Next payment due date
Next payment amount due
Sample Invoice & Payment report below:
Pay to account history (transaction history)
This report details all payouts to your account. The export displays:
Transaction type (payout or refund)
Customer name
Event date
Invoiced amount
Date paid
Gratuity (if applicable)
Tax (if applicable)
Transfer amount
Payment processing fees (if applicable)
Invoice title
Installment title
Quick Payment History
A summary of quick payments including:
Link name (or universal link)
Link created date
Reason
Number of payments via link
Payment amount
Link total
Date paid
Invoice total
Invoice link
Offline Transaction History
Managing payments from multiple channels such as cash, check, and wire is easy with RPC. View all offline payments (those not processed via RPC).
Payment method
Status
Date paid
Total
Payer name
Invoice title
Installment title
Subscription Payment Invoices
View RPC monthly or annual subscription charges
Business Reports
Select one or multiple metrics to be included in one export. Reporting definitions below:
Overdue payments - Installments with a due date within the date range selected
Payments received - Payments received (including offline) within the date range
Payments summary
Paid installments (including offline) in the date range
Upcoming payments (payments with a due date) in date range
Draft payments (invoice drafts with payment installments) within date range
Overdue payments within date range
Refunded payments within date range
Failed payments - payments that failed within the date range
Upcoming payments - payments that are due within the date range
New leads - name of lead received through website or entered manually within the date range
New clients - name of new client (either pending, active, or created) generated within date range
Proposals summary - number of accepted, sent, draft, and overdue proposals within the date range
Proposals accepted - proposals accepted within the date range
Contracts summary
Signed contracts within date range
Awaiting signers - contracts where one signature has been applied but a second signature is still outstanding
Draft - contracts drafted with due dates within date range
Overdue - contracts sent with due dates within date range
Looking for reporting information not found on your Reports page? We can help - reach out to [email protected] for questions or custom reporting needs.