With D-Tools Payments, you can download 4 different reports under "Billing" in the left navigation menu. Each report is a CSV file containing data for the date range you specify when you download it.
Monthly Revenue report
The Monthly Revenue report provides month-on-month data for payments collected and net revenue per month for the current year.
To download the Monthly Revenue report, click the "Download" icon in the top-right corner of the "Billing" page.
The following is a screenshot of the Monthly Revenue report.
Transaction report
The Transaction report provides a list of payments collected for projects, service contracts, and service calls.
Check out this article for more details.
To download the Transaction report:
1/ Go to "Billing > Transactions" in the left navigation menu.
2/ Click "Export" in the top-right corner.
3/ In the Exports modal, do the following:
a/ Click "New export."
b/ Select one of "Previous month," "Current month," or "Custom."
If you select Custom, specify the from date and to date.
c/ Click "Export."
Cloud creates a new export job to create the CSV file, and you can see it in the Exports modal.
4/ Once the CSV file is ready, click "Download."
The Exports modal displays all previous exports you have downloaded. You can clear the exports from the modal if needed.
Deposit report
The Deposit report provides a list of payments for projects, service contracts, and service calls deposited into your bank account.
Check out this article for more details.
To download the Deposit report, go to "Billing > Deposits" in the left navigation menu, click "Export" in the top-right corner, and download the report.
The steps to download the report and select the date range are similar to those for the Transaction report.
Chargeback report
The Chargeback report provides a list of chargebacks made against you by your customers.
Check out this article for more details.
To download the Chargeback report, go to "Billing > Chargebacks" in the left navigation menu, click "Export" in the top-right corner, and download the report.
The steps to download the report and options to select the date range are similar to those for the Transaction report.