Payments Received Reports - Overview
The Payments Received reports in Zoho Billing display the list of payments and refunds for your customers. You can also track payment failures and cards which have expired or will be expired.
Zoho Billing supports the following payments received reports:
- Payments Received
- Time to Get Paid
- Credit Note Details
- Refund History
- Payment Failures
- Card Expiry
- Payment Method Summary
Payments Received
The Payments Received report in Zoho Billing displays the list of all payments your business received from your customers. You can view this report for invoices, retainer payments, or all transactions. You can also customize this report further to display payments received for all products, or selected products.
How is this report helpful for your business?
The Payments Received report in Zoho Billing allows you to view the list of all payments that your business has received in a period. This is particularly helpful to keep track of all payments for a particular product or all products, and allowing you to customize it further.
Scenario: Patricia Boyle, who is part of the collections team at Zylker, wants to review the list of payments received by the company in the last one month for different products. Using the Payments Received report in Zoho Billing, she can find all payments based on transaction type for each product for the last one month and make further customizations.
Time to Get Paid
The Time to Get Paid report in Zoho Billing displays the list of customers whose invoices will be due in the upcoming aging intervals, along with the amount for each interval.
Insight: The Aging Intervals are 0 - 15 Days, 16-30 Days, 31-45 Days, and Above 45 Days.
How is this report helpful for your business?
The Time to Get Paid report in Zoho Billing allows you to gain insights about all the customers about how much money your business is expected to receive from each customer in the upcoming day intervals. This also allows you to ensure a smooth payment experience for your customers and follow up with reminders.
Scenario: Patricia Boyle, who works in the collections team at Zylker, wants to view a list of the customers whose payments are due in the upcoming days along with the amounts. Using the Time to Get Paid report in Zoho Billing, she can view the customers whose invoices are due in the upcoming 0-15 days, 16-30 days, 31-45 days, and above 45 days along with the required amounts. She can then follow up with the customers and send reminders accordingly.
Credit Note Details
The Credit Note Details report in Zoho Billing displays the list of all credit notes that were raised for your customers along with each credit note’s status. You can view the report for all products, or selected products.
How is this report helpful for your business?
The Credit Note Details report in Zoho Billing allows you to view the list of all credit notes that your business has created in a period, letting you to keep track of credit notes for a particular product or all products. You can also customize this report further using Advanced Filters.
Scenario: Patricia Boyle, who is part of the collections team at Zylker, wants to review the list of credit notes that were raised by your business in the last month for different periods. Using the Credit Note Details report in Zoho Billing, she can find all the credit notes that were raised for each product for the last month and make further customizations.
Refund History
The Refund History report in Zoho Billing displays the list of credit notes and refunds that your business refunded to your customers.
How is this report helpful for your business?
The Refund History report in Zoho Billing gives you insights into all the refund transactions your company made to your customers in a period from one place. This can also help you to detect and resolve any refund related issues. You can also customize this report further.
Scenario: Patricia Boyle, who is part of the collections team at Zylker, wants to review the list of all refunds made by her company to her customers in the current month. Using the Refund History report in Zoho Billing, she can view the list of all the refunds made to the customers in the current month. Using this report, she can also track particular refunds, which might have had issues and try to resolve them.
Payment Failures
The Payment Failures report in Zoho Billing gives a visual representation of the total number of payment failures that have occurred in each period during subscription renewals. The report also displays the list of payment failures that occurred during the same period.
You can group this report to view the payment failures for each day or each month. You can also choose to view the report in Base Currency (BCY) or Foreign Currency (FCY).
How is this report helpful for your business?
The Payment Failures report allows you to gain insights into the number of payment failures and the list of all payment failures that occurred during renewal. This allows you to look into the reasons for the same, and try to fix issues at your end. You can also reach out to customers to remind them to update their payment methods to ensure a smooth renewal.
Scenario: Aaron Brown, who is part of the collections team at Zylker, wants to view a list of payment failures during subscription renewals. Using the Payment Failures report in Zoho Billing, he can view the track the number of payment failures in the current month, along with the list of each attempt, and the reasons. He can then reach out to the customers to try to resolve the issue and ensure a smooth renewal.
Card Expiry
The Card Expiry report in Zoho Billing displays the list of cards which have already expired, or will expire in the upcoming days. You can filter the report to view the list of cards which are Expiring or Expired.
How is this report helpful for your business?
The Card Expiry report in Zoho Billing allows you to keep track of all cards which have already expired. You can also view the list of cards that will expire in the upcoming days. This is particularly helpful to reach out to the customers to ensure that they update the payment method before their next renewal to ensure a smooth renewal experience.
Scenario: Patricia Boyle, who is part of the collections team at Zylker, wants to view a list of all the cards that are expiring in the current month. Using the Card Expiry report, she can find the list of all cards which will expire in the current month. Based on this report, she can reach out to each customer and ask them to update their payment method before their renewal dates to ensure a smooth renewal experience.
Payment Method Summary
The Payment Method Summary report in Zoho Billing displays the breakdown of the payment gateways and payment methods associated with each customer. You can use this report to identify preferred payment options and proactively follow up on methods that are inactive or nearing expiry.
You can filter the report by date range and group it by different criteria such as Customer Name, Payment Gateway, Payment Methods, Created Time and more. You can also apply advanced filters based on your requirements.
Insight:
Click the subscription count in the Associated Subscriptions Count column to open the its drill-down Subscriptions by Payment Method report. This report lists all subscriptions associated with that customer’s payment method, displaying details such as Status, Customer Name, Email, Amount, and more.
How is this report helpful for your business?
The Payment Method Summary report in Zoho Billing provides a complete overview of your customers’ stored payment gateways and payment methods. This is particularly helpful for identifying payment methods that are active, expired, or inactive, and for tracking which gateways your customers use. You can also view the number of subscriptions associated with each payment method.
Scenario: Patricia Boyle, who is part of the collections team at Zylker, wants to review the payment methods stored by customers to identify which ones are active and which gateways they are associated with. Using the Payment Method Summary report in Zoho Billing, she can view a complete list of customers and their payment methods, along with status, expiry details, and the number of associated subscriptions. She can then reach out to customers with inactive or expired payment methods and ask them to update their details before the next renewal.
Report Functions
The Payments Received reports in Zoho Billing support the following report functions:
| Report Function | Payments Received | Time to Get Paid | Credit Note Details | Refund History | Payment Failures | Card Expiry | Payment Method Summary |
|---|---|---|---|---|---|---|---|
| Filter Report | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Group Report | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Customize Report Columns | ✔ | ✔ | ✔ | ✔ | X | ✔ | ✔ |
| Sort Columns | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Schedule Report | ✔ | X | ✔ | ✔ | ✔ | ✔ | ✔ |
| Share Report | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Export Report | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Print Report | ✔ | ✔ | ✔ | ✔ | X | ✔ | ✔ |
| Custom Report | ✔ | ✔ | ✔ | ✔ | X | ✔ | ✔ |
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