Select a topic:

How are payments reflected in reports?

In the Payment Summary and Payment Details reports, payments are included based on the date the payment occurred.

In most cases, payments occur on the sale date, but the payment may occur on a different date if:

  • A deposit was charged before the appointment and the sale was completed on a later date.

  • A sale was reopened on a different date and another payment was added.

  • The date of a sale is changed after the payment is completed.

Start a chat with us

Can't find what you're looking for?

with us to talk to a real person and get your questions answered, or register for one of our live webinars.