---
key: see-what-you-collected-and-how
title: See what you collected and how customers paid
audience: staff
section: insights
routes: ["/insights/finance/payments", "/insights/finance/payments/methods", "/insights/finance/payments/detail"]
permissions: ["billing.reporting.read"]
features: ["billing.reporting"]
since: 0.0.1
updated: 0.0.1
status: published
summary: See cash collected after fees, how much is applied to invoices and what was refunded, break it down by card, cash or cheque, and list every payment with its deposit date.
keywords: [payments report, cash collected, card fees, net after fees, payment methods, cheque, e-transfer, payment list, deposited]
related: [find-refunds-and-unapplied-money, see-customer-credits-and-deposits, record-a-payment, export-a-finance-report]
---

In the sidebar, open **Reports**, then **Payments**, then **Payments Overview**. The page address is `/insights/finance/payments`. The breakdown by method is **Payments by Method** at `/insights/finance/payments/methods`, and the full list is **Payment Detail** at `/insights/finance/payments/detail`.

## Before you start

- Your admin has to give your role permission to view finance reporting. Exporting needs a separate export permission.
- All three pages have the same **Scope filters**. Moving to another page with the links under **Drilldowns** starts it on its own default range, so set the filters again on each page you open.

## Steps

1. Set **Payment date (start)** and **Payment date (end)**. The report opens on the last 30 days.
2. To narrow it, pick a **Branch**, a **Source account** or an **Effective / payer account**, and a **Currency focus** if you take more than one currency.
3. Under **Payment method**, leave **All methods** or pick one: **Card**, **Cash**, **Check**, **ACH**, **Bank transfer**, **Wire** or **PayPal**.
4. Read the **Payments KPIs** cards.
5. Under **Drilldowns**, press **Payment methods** to see the same totals split by how customers paid.
6. Press **Payment detail** to list every payment. Type in the search box (its prompt reads **Search payment number, reference, or account**), sort by **Payment date**, **Gross amount**, **Net amount**, **Processor fee**, **Deposited date**, **Applied amount**, **Unapplied amount**, **Refunded amount** and more, then choose **Desc** or **Asc**.
7. Press a payment number to open the payment, or the account name to open the customer's billing page.
8. Press **Print** for a printable copy, **Export** to queue a file, or **Saved views** to keep the filters and sort for next time.

## What you see

- **Net after fees** is what you actually received, with the processor fees and the change against the prior period underneath.
- **Applied** is the part matched to invoices, with the number of payments. **Unapplied** is money not yet matched, with the number of correction payments. **Refunded** is what went back to customers.
- On **Payments by Method**, **Method breakdown** shows the total collected, then one row per method with the number of payments and the collected, applied, unapplied and refunded amounts.
- On **Payment Detail**, the columns are **Payment**, **Effective account**, **Timing** (payment date and when it was deposited), **Method / status**, **Settlement** (the payout reference), **Coverage** (gross, tips, fees and applied amounts) and **Context** (how many documents it was applied to, any refunds, and the reference number).
- Under **Operator actions**, a green chip says how fresh the numbers are.

## If something looks different

- **No payment methods match the current filters.** or **No payments match the current filters.**: widen the dates or clear a filter.
- **Multiple currencies in scope**: totals stay split until you pick one under **Currency focus**.
- **Check the payment date range**: the end date is before the start date.
- A payment reads Not deposited or Not marked deposited: it has not reached your bank yet, or it was not taken through Nova Payments.

[[route:/insights/finance/payments|Open Payments Overview]]