Outcome:

The Payments Received Report in Zoho Books provides a detailed overview of all payments collected within a specific period. This report helps businesses track revenue, reconcile accounts, and manage cash flow efficiently. 

• Use case Implimentation Steps:

Implementation Stage 1:   

1. Log in to Zoho Books website with Administrator privilege.

2. Go to Reports > Receivables.

Implementation Stage 2: Access the Payments Received Report

Description: Under the Receivables section, select Payments Received.

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Implementation Stage 3: Customize the Report

• Description: Click on the Customize Report button at the top of the page.

• Set the desired Date Range for the report.

• Choose the Transaction Type:

• Invoice Payment: Payments received against invoices.

• Retainer Payment: Advance payments received.

• All: Includes both types.

Implementation Stage 4: Select Columns to Display

• Description:Click on Show / Hide Columns.

• Choose the fields you want to include in the report by moving them between the available and selected columns.

• Click Run Report to apply your selections.

Implementation Stage 5: Export or Print the Report

• Description: To download the report, click on Export As in the top right corner and select your preferred file format (e.g., PDF, XLS).

• To print the report, click on the Print icon.

• Target Audience:

1. Business Owners & Entrepreneurs  

2. Accountants & Finance Teams  

3. Sales & Billing Teams  

4. CFOs & Financial Managers  

• Users:

1. Business Owners & Entrepreneurs

2. Accountants & Finance Teams

3. Sales & Billing Teams

4. CFOs & Financial Managers

Flow Chart:

• Tool Permission Required:

      Zoho Books

• Link Required:

      Flow Chart