Overview
The Invoice Payments by Type Report helps you analyze how customers are paying their invoices.
This report breaks down total payments received by method — such as cash, check, credit card, or ACH — for the selected period.
Step 1: Open the Reports Page
Navigate to the Reports tab from the left-hand menu.
Under the Receivables section, click Invoice Payments by Type.
Step 2: Set the Date Range
Choose the Date Range you want to display in the report.
By default, the report shows Year to Date.
To view a different period, open the dropdown and select a specific range, such as Last Month or Custom Range.
Step 3: Filter by Payment Method
Next to the date range, you’ll find a Payment Method dropdown.
From here, you can filter results by:
All Payment Types (default)
Credit Card / Debit Card
ACH / Bank Transfer
Cash
Check
Any other payment methods available in your Copilot account.
Step 4: View or Export the Report
After generating your report, you can:
Export it as an Excel (.xlsx) or CSV (.csv) file
Print it for record-keeping or accounting purposes
Use Case Examples
Track the volume of payments made through different methods.
Reconcile payment processor deposits with recorded payments.
Identify trends in how customers prefer to pay for your services.