A new report has been added to the Reports page. The payment report will provide a CSV download of all of the payments logged in SimpleDVM in a given timeframe.
The following fields are available when downloading this report:
Payment Timestamp
Payment ID
Payment Type
Payment Method
Payment Note
Payment Amount
Payment Currency
Stripe ID
Quickbooks ID
Invoice ID
Invoice Status
Invoice Name
Invoice Creation Date
Invoice Discount Total
Invoice Tax Total
Invoice Total
Amount Paid
Appointment ID
Location Name
Client First Name
Client Last Name
Client Address
For users who have access to view and download reports, visit the reports section and click the "Payment" radio button to download this report
