Payments Reports
Payments reports will give you perspective on your business income and the activities that drive income.
For each report, use the Filter to select the date range you would like to view - you can choose from preset date ranges or set a custom date range.
Payments received by client
A breakdown of payments received from individual clients.
Field | Description |
Client | Name of the client |
Currency | Currency of the payment |
Paid Offline | Payments that were not processed online through vcita - like recorded payments or payments synced through integrations |
Paid Online | Payments processed via vcita through an integrated gateway like Square, PayPal and Stripe |
Total Paid | The total amount of payments taken |
Payments received over time
This chart compares trends in revenue over time.
Payment Method Distribution
Use this pie chart to view your income by payment method and understand how your clients are paying over time by credit card, cash, Paypal, etc.
When you click on any payment method in the chart, you will be given a detailed table for all payments received by that method:
Field | Description |
Charged | The day the transaction was charged |
Client | Name of the client |
Amount | Amount charged for the service or product |
Currency | Currency of the payment |
New vs Returning Clients
Use this chart to view and compare you income from one-time and returning clients. This will help you quickly see the revenue from your new and returning clients and understand where you can focus your efforts!
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