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since ‎Apr-10-2010
Country: United States
Type: Business
schlossd
schlossd Contributor
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Latest Contributions by schlossd
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  • Latest Contributions by schlossd

How much has a vendor paid me. Reports

by schlossd Contributor in Reporting Archives
‎Jul-08-2022 04:05 PM
‎Jul-08-2022 04:05 PM
I send a client an invoice for services provided.  They pay me directly to my bank account.  When payment is received I "record a payment" in my invoice list showing it was paid.  Now I need a report for each quarter of the year showing how much that client has paid me.  I cannot find it anywhere in reports.  In fact it doesn't even show I received money.  I this because I record a payment instead of the money coming through paypal? ... View more
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Creating Reports

by schlossd Contributor in Reporting and tracking (Archive)
‎Sep-27-2011 09:11 PM
‎Sep-27-2011 09:11 PM
I would like to create a report showing my total fees paid to Paypal for a given period, and a report for a total funds recieved.  I just cannot see where this is done, can someone advise.  Thanks ... View more

Searching for Invoice by email fails

by schlossd Contributor in Reporting and tracking (Archive)
‎Apr-09-2011 10:51 AM
‎Apr-09-2011 10:51 AM
Maybe I'm missing something here, but I consistently find a problem searching for a clients invoices by using the email search function.  Even when I actually find the invoice, copy and past the clients email address to the search window with a month on each side of the date issued...it still cannot find it.  Any thoughts? ... View more
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