Navigation for all reports:
The overall search/filter section will be on the right hand side. At the top of this section is the "clear all" option if you want to reset any filters.
If you are on a smaller screen or if your browser window is condensed you may need to hover over the column headers to find the scroll bar to scroll to see all of the information.
You will be able to see 10 orders/invoices/packages/payment at a time. You can use the arrows on the bottom right to continue to the next page.
If you wish to export a report, ensure you have the filters set to what you would like to export and then select "Export to CSV" at the top right. This will put the data into a spreadsheet.
Payment Reports:
You will want to select the option for payments and it will open up a report of payments you have created in Mydoma.
This should be similar to what you see when you first enter.
You are able to filter payments by:
Status: Paid or Unpaid
Invoices: Specific Invoice Number
Project: Payments in a specific project
Payment Method: Cash, Cheque, Credit, Debit, Etransfer, Client credit, Stripe, Other
Start Date: the oldest payment issue date you want to see
End Date: the newest payment issue date you want to see
Pro Tip: Want to give your Accountant or Bookkeeper access? Simply make them a users and set their permissions.
If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.
Happy designing!