Lessons: Income Transaction Report
SwimOffice Admin - SuperUser / Lesson Admin - Full
View transactions by account/Chart of Accounts and also show how much and what type of payment the account made.
- Go to Team Admin > Lessons Admin > Trans
- Input your Transaction Date Range
- Optional: Set these filters
- Payment/Refund Method (--ALL--, Credit Cards, or Checks)
- Account Last Name for individual look up
- Click Report Now!
- Once this report is generated you can use the Export to EXCEL button if desired
See Also
Lessons: Chart of Accounts
Lessons: How can I generate a refund report?
Lessons: How can I view account revenue and student information?