Use payment reports to review due, received, failed, and refunded amounts for the selected dates.
Why this matters
A report answers a business question only when its date range, brand, filters, and measure are clear. Open the records behind an unexpected number before sharing or acting on it.
Before you start
Choose the date range and brand that match the question, and check your report access.
In Releventful
Click Reports > Overdue Payments or Paid Payments and set the period and brand.
Click a payment row to open its invoice, schedule and provider status.
Check failed or refunded entries individually before using Download for reconciliation.
A useful decision
Separate booked sales, invoice value, tax, and money actually received. They answer different questions; a payment may also be processing or deposited on another date.
Check the result
Open a source record when a figure is surprising. Save or export only after confirming the scope.
Important to know
Filters change which records appear. Revenue, invoice value, and money received may answer different questions even when their totals look similar.