The Payments Report allows you to keep track of all payments logged in Dealerware, whether they are on-platform credit card transactions, or off-platform Manual Payments. It can be found in the Reports section of Dealeware Web.
Please note: There is approximately a 1 hour data sync delay for data to populate on reports. Only employees with "View Reports" employee permissions can access Dealerware Reports.
Summary Information
- Total Payments: all payments logged in Dealerware, whether on-platform credit card transactions or off-platform Manual Payments
- On-Platform Customer Payments: all credit card transactions processed on Dealerware
- Off-Platform Customer Payments: all payments logged in Dealerware using the Manual Payment Records feature
- Off-Platform Additional Payer Payments: any payments assigned to additional payers that are marked as paid
Columns
- Total Payments
- Customer Name
- Contract ID
- VIN
- RO Number
- Payment Date
- Program Type
- Program Name
- Source of Business
- Payer Type
- Paid Through: on platform or off platform
Filters
- Date: defaults to last completed month
- Contract ID
- Program Name
- Payer Type
- Contract Finish Date
See the following related articles:
- Download reports
- Filter reports
- Create personalized report views
- Schedule reports for email delivery