--- title: "All Payments report" slug: "all-payments-report-1" updated: 2026-03-27T01:54:59Z published: 2026-03-27T01:54:59Z --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # All Payments report ## Overview Use the All Payments report to review collected payments. In the report you can easily identify payments made by a customer and the invoices it is tied to. For example, you can find out how much has been applied to which invoice or how much of the payment remains unapplied, Additionally, the report provides all payment details. It is recommended for users to run the report for a specific customer. --- ### #### Who uses this feature - Accountants and office employees #### Feature configuration - Account configuration is required. Please contact [Technical Support](https://go.servicetitan.com/#/ask) for details. - Permission is required to use this feature. Please contact the account administrator on your team. ## Run report Before running your report, set filters to get the most relevant information for your needs: 1. Go to the navigation bar and click **Reports**. In the side menu, click **All Reports**. 2. Click **All Payments** to open it. > [!TIP] > **Tip:**In the search field, enter a few letters from the report title for quick access. 3. Use the **Payment Date (from)**and **Payment Date (to)** calendar fields to set a range of dates to run the report on. 4. Use the **Payment Status** dropdown to select which payment status you want the report to show. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/all-payments-report-image-uxynpfx1.png?sv=2022-11-02&spr=https&st=2026-03-27T01%3A54%3A56Z&se=2026-03-27T02%3A09%3A56Z&sr=c&sp=r&sig=gOv4xpVKRUamBOo1v3n0SJhbil123awOfQMM2Fl4qds%3D) 5. If you want to report on payments in a specific batch, enter the batch number in the **Batch Number** field. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/all-payments-report-image-p3ut99x3.png?sv=2022-11-02&spr=https&st=2026-03-27T01%3A54%3A56Z&se=2026-03-27T02%3A09%3A56Z&sr=c&sp=r&sig=gOv4xpVKRUamBOo1v3n0SJhbil123awOfQMM2Fl4qds%3D) 6. If you want to report on payments for a specific customer, enter the customer name in the **Customer**field. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/all-payments-report-image-6y0esiif.png?sv=2022-11-02&spr=https&st=2026-03-27T01%3A54%3A56Z&se=2026-03-27T02%3A09%3A56Z&sr=c&sp=r&sig=gOv4xpVKRUamBOo1v3n0SJhbil123awOfQMM2Fl4qds%3D) 7. Select **Include deleted payments** if you want to report on payments that were deleted. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/all-payments-report-image-r1cmac8u.png?sv=2022-11-02&spr=https&st=2026-03-27T01%3A54%3A56Z&se=2026-03-27T02%3A09%3A56Z&sr=c&sp=r&sig=gOv4xpVKRUamBOo1v3n0SJhbil123awOfQMM2Fl4qds%3D) 8. When you’re done setting your filter, click **Run Report**. ## Read report results Your report results display in a table based on the filters you set. By default, the All Payments report includes the following columns: - **Payment Type**: Type of payment, for example, cash, check, visa, Mastercard, AMEX, or refund - **Payment Method**: Payment type used to collect the payment. For example, cash, check (mobile deposit), check (bank deposit), credit card, or bank account (ACH). For more on payment types, see [Set up online payment types](/v1/docs/guide-to-online-payments#set-up-an-online-payment-type). - **Payment Amount**: Dollar amount of the payment - **Amount Allocated**: —Dollar amount applied to invoices from the payment amount - **Credit Remaining**: —Dollar amount remaining from the payment after applying the payment to invoices - **Batch Number**: Batch number under which the payment is batched - **Payment Status**: Export status of the payment: Pending, Posted, or Exported - **Transaction Status**: If a customer is making a payment with a credit card or check, the transaction needs to be processed by the bank. The transaction can be in Pending, Successful, Error status depending on when and if the bank approves the transaction. - **Payment Date**: Date the payment is created - **Customer Name**: Customer making payment At the bottom of the report table, several columns contain totals: - **Payment Amount**: Sum all amounts paid - **Amount Allocated**: Sum of all amounts applied to invoices from the payment amount - **Credit Remaining**: Sum of all amounts remaining from the payment after applying the payment to invoices Additionally, at the bottom of the report table, some columns contain a dropdown where you can aggregate column data: > **Note:** Account configuration is required to use this feature. Please contact [Technical Support](/v1/docs/contact-servicetitan-technical-support) for details. - **[Count]**: Total entries in the column - **[Count Distinct]**: Total unique entries in the column. For example, if the **Payment Type** column has 11 entries and all are *Cash*payments, the *[Count Distinct]* is 1. - **[Sum]:** Sum of column entries. For example, if the *Payment Amount* column has two entries: $10.00 and $20.00. The *[Sum]* for this column is $30.00 - **[Average]**: Column average - **[Minimum]**: Column minimum - **[Maximum]**: Column maximum - **[None]**: No selection After you make a selection, click **Run Report** to update the report table. > **Note:** Report results can extend onto multiple pages. Use the navigation links below the table to view additional report results. ## Customize and schedule your report You can [arrange and filter your results](/v1/docs/run-report#filter-and-arrange-a-report) to narrow the focus of your report. You can also [schedule the report](/v1/docs/schedule-reports) to be sent by email on a regular basis ## Want to learn more? - See [Run, filter, and export reports](/v1/docs/run-report)