1. Start from Dashboard
2. Click on Sales
3. Click on Payments Received
4. Click on Export
5. Type Your Beginning Date
You can also select a date with the calendar icon
6. Type Your End Date
You can also select a date with the calendar icon
7. If necessary, set your rows and columns, and choose a format
8. Click on DOWNLOAD
Comments
3 comments
Thank you! We have added the link to help our users!
im trying to find payments only made to a certain staff member
Thanks Anne this is great feedback! There are currently 2 ways to do this
1. You can export the payments page and then sort by the staff column on the export
2. You can Log In As the staff member, then set the toggle on the top right from Team View to My View
We do have an active request to add staff filters to the filter on the right hand side in our Feedback Center. We have added you to these requests, counting as a vote in their favor and ensuring you are notified should these enhancements be added to the roadmap.
If any other Thryv users would like to see staff filters added to the invoice/payment screens, let us know in a comment here!