Reports & Analytics

Filters and options in the Customer Payments report

Reference table of all filters available on the Customer Payments report.

Jul 11, 2026

The Customer Payments report offers several filters to help you narrow results. Below is a reference of all available filters and how to use them.

Filters & options

Filter	Description	Example
Start Date	Beginning of the payment date range. Leave blank to include all payments from the earliest on record.	2026-01-01
End Date	End of the payment date range. Leave blank to include all payments up to today.	2026-06-30
Customer	Show payments from a specific customer only. Leave blank to include all customers.	"Acme Trading"
Payment Method	Filter by how the payment was made (e.g., Cash, Bank Transfer, Check, Mobile Money). Leave blank to show all methods.	Cash
Currency	If your system supports multi-currency, filter by the currency of the payment.	Afghani (AFN)
Payment Status	Show only completed payments, pending payments, or both.	Completed
Minimum Amount	Show only payments above a certain threshold. Useful for finding large payments.	10,000
Maximum Amount	Show only payments below a certain threshold.	500,000
Group by Customer	Aggregate all payments per customer into summary rows instead of showing each payment separately.	Toggle on/off
Include Advances/Balance Allocations	Show or hide payments that were applied to customer prepayments or credit balances rather than invoices.	Toggle on/off

Filters are optional: leave any field blank to apply no filter for that criterion.
Combining filters narrows results. For example, filtering by a customer AND a date range shows only that customer's payments in that period.
If no payments match your filters, the report displays an empty table.
Date ranges are inclusive — the start and end dates are included in the results.
When exporting or printing, filters applied to the report are noted at the top of the output.

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