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Can I filter my income to see who paid me in cash for 2019?

LaurenArielleLaurenArielle Member Posts: 3

When I input a payment manually, it gives me the option to choose between a list of things (cash, cheque, PayPal, bank payment, credit card and other), along with the option of adding a personal note. I use this feature a lot because I often have cash payments, cheques, or e-transfer (which I list as other or bank payment, and put a note).

I can see my CASH ON HAND folder has a certain amount, but it's a mix of all the different types of manual payments. Is there a way for me to see, for a certain year or time frame, a total for payments made in a certain way? I.e. I would like to see how many manual payments are listed as cheque vs. how many are listed as cash. Thanks!

in Sales & Invoicing Technical Support

Comments

  • ConnorMConnorM Member Posts: 1,229 ✭✭✭

    Hey @LaurenArielle! Can you show me what that's looking like on your end? I'd love to try to break this down with you to see if we can suggest a better report for you to use here :)

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