GabrielSoft - How to generate a PDF payment report
The Payments Center allows you to easily create and download a PDF payment report that displays account totals. Here are the steps!
Other Payments Center reporting options:
- Export your transactions list as a PDF file (displays individual transactions)
- Export and download a CSV file of transactions (displays individual transactions)
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Log in and access the Payments Center
Log in to your GabrielSoft website and select Payments from the product selector in the upper left hand corner to open the Payments Center.
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Select the account(s) or subaccount(s)
Once in the Payments Center, select the account(s) or subaccount(s) for which you'd like to generate the PDF payment report.
To do this, go to the Transactions / Reporting tab, then use the left submenu to select one of the following: Accounts, Subaccounts, or Accounts & Subaccounts (pictured below).
Then, you can choose to include or exclude specific accounts or subaccounts by clicking the blue checkmarks next to the account and subaccount names in the Filter & Search Options area (pictured below).
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Specify your Date Range
By default, the Date Range selector will be set to This Month. Click Last Month or Custom to generate a report that covers a different date range.
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Click to generate your PDF
Once you've selected the appropriate account(s) and subaccount(s) and specified your date range, just click Download: PDF (highlighted below) to instantly download the printable PDF payment report.
