Payments Report

Payments is a table of charge records. Use it to review charges and their status, payment method, member, amount, and related billing details. It is a charge report, so its rows are not necessarily equivalent to subscription invoices or settled funds in an external payment provider.

Filter and export

Use the Status and Payment Method filters to narrow the list. The table is ordered newest first; review the Date column when you need to locate a particular charge. Open a row’s related invoice for more context and download the filtered table as CSV. The built-in table does not provide a date-range filter.

When calculating revenue, decide which charge statuses belong in your calculation. A failed or disputed charge should not be treated as successfully collected revenue just because it appears in the report. Refunds and other adjustments may also affect the amount you ultimately reconcile.

Example

To review a particular month’s successful charges, build a Custom Report using Charge records, a Charged On date range, and Status is Success, or use the Payments table and review the dates shown. Reconcile exported rows with your payment provider and accounting records. For charge history over time, see Historical Payments; for disputes, see Disputed Payments.