Once payment information has been synced into Beanworks. you can run a payment report electronically through Beanworks.

To Run a Payment Report

Go to the Payments module, then to Report.

Using the filters on the left panel, Select the legal entity or choose a date range, or any other criteria that you would like your payment report to show.

Select the payments you would like to include in the report, then on the top right corner, select 'Report'. Depending on what you would like to report on, select 'Selected' or 'Filtered' then 'PDF'. This will generate a PDF report of all paid invoices in Beanworks.