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How Do I Access My Payments Received Reports?

Mar 26 2026 | By: PhotoBiz Knowledge Base

How to Access & Use the Payments Received Report in PhotoBiz

Overview

The Payments Received report in PhotoBiz allows you to track all payments collected within a selected date range. This report helps you understand your incoming revenue by showing when payments were made, who submitted them, and how much was collected. It is especially useful for bookkeeping, reconciling deposits, and reviewing completed transactions. By the end of this guide, you will know how to run, review, and export the Payments Received report.

STEP ONE

Log into your PhotoBiz account and click on ECOMMERCE in the left-side menu.

STEP TWO

At the top of your ECommerce control panel, hover over TRACKING and click REPORTS from the dropdown menu. This will open the Reports page.

STEP THREE

In the Reports section, click the REPORT TYPE dropdown and select Payments Received.

Next, click the DATE OPTIONS dropdown and choose your preferred date range. Available options include preset ranges or a custom date selection.

After selecting your report type and date range, click run report to generate your results.

FINAL STEP

Review the report displayed on the page. You will see a table listing each payment along with key details such as order information, payment dates, and totals.

You can also click export to download the report as a CSV file or click print to create a physical copy for your records.

Date Range Options

When running the Payments Received report, you can choose from the following date ranges:

  • Last 6 Months
  • This Month
  • Last Month
  • This Year
  • Last Year
  • Custom Date

Selecting the correct date range ensures your report reflects the exact timeframe you need.

What the Payments Received Report Includes

The Payments Received report displays a table with the following columns:

  • Order — The order number associated with the payment
  • Order Date — The date the order was originally created
  • Payment Date — The date the payment was submitted
  • Client Name — The name of the client who made the payment
  • Payment — The payment method used (for example, Offline Payment or credit card)
  • Total — The total amount collected for that payment

At the bottom of the report, you will also see a Summary row showing the total amount collected for the selected date range.

Exporting or Printing the Report

After running the report, you will see options to:

  • Export the report as a CSV file for use in Excel or Google Sheets
  • Print the report for bookkeeping or physical records

These options appear directly above the report results.

Additional Helpful Notes

  • The Payment Date reflects when money was collected, which may differ from the order date
  • This report only includes completed payments, not unpaid or pending orders
  • Use this report to reconcile deposits with your payment processor
  • Running this report regularly can help you track income and stay organized
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