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Center Collection report (v1)

Center managers can use this report to track the month-to-date collections by payment type. This report considers both open and closed invoices.

  1. Click the Reports icon.

  2. On the Reports page, search for and select the Center Collection report.

  3. Select the desired filters.

  4. Click Refresh.

  • To view collections by card type, select the Show CC types check box and click Refresh.

  • To view collections by custom payment type, select the Show custom payment types check box and click Refresh.

Warning

All collections are inclusive of taxes.

Column description

Column

Description

Date

Date on which payment was collected

Cash

Total cash payments collected on the day

Card

Total card payments collected on the day

Check

Total check payments collected on the day

Custom

Total custom payments collected on the day

Total Collection

Total payments collected using cash, card, check and custom payments on the day