Generating End of Year statements for your clients

You can generate a history of payments by client using the Income by Payment type report in your business' Sales section.

1. Navigate to your Business tab.
2. Select Sales.
3. Select Reports.
4. Select the Income by Payment Type.
5. Enter the date range for the period that you want to report on. 
6. To view appointments paid with a specific method only, use the Filter tool and choose the payment method from the drop-down.
7. Use the Print option to the far right to print the report, or select Export to download a CSV spreadsheet of the data and sort the data by client or however you would like.