🧪 Alpha: Smarter Reports are currently available to selected businesses. If you do not see Payment reports in your account, contact your account manager or MoeGo Support to check availability.
Payment reports help you review money movement in your business.
Use these reports when your question starts with "What money was collected, refunded, or charged?" rather than "What did we sell?"
👉 See Smarter Invoice Reports Overview for the full list of reports in this suite.
How payment report timing works
Payment reports are based on transaction date.
This means a payment appears based on when the payment or refund happened, not necessarily when the appointment happened or when the invoice was checked out.
📝 Note: If an invoice was checked out in one date range but paid in another date range, Payment reports and Sales reports may show different totals.
📝 Note: Smarter Reports update approximately every 20 minutes. Recent activity may not appear immediately.
Payment report types
Report | What it shows | Best for |
Payment Summary | Payment totals, refund totals, and fee-related totals | Reviewing high-level money collected during a date range |
Payment Transaction | Transaction-level payment and refund detail | Investigating specific payments, refunds, payment methods, or fee details |
When to use Payment Summary
Use Payment Summary when you want a high-level view of payments and refunds.
Common questions include:
How much money did we collect during this date range?
How much was refunded?
How much did we pay in processing fees?
How much of the processing fee was covered by the client, if applicable?
How much did we collect through each payment method?
When to use Payment Transaction
Use Payment Transaction when you need the detail behind the summary.
Common questions include:
Which transactions make up this payment total?
Which customer or invoice is connected to a payment?
When did a refund happen?
What payment method was used?
What processing fee was connected to a transaction?
Payment Summary vs Payment Transaction
If you need... | Use... | Why |
A quick total for the date range | Payment Summary | It summarizes payment activity |
A list of each payment or refund | Payment Transaction | It shows transaction-level rows |
To investigate one invoice or customer payment | Payment Transaction | Detail rows are easier to trace |
To compare total collected and total refunded | Payment Summary | It is designed for high-level payment totals |
To review processing fees by transaction | Payment Transaction | It gives more detail than the summary |
Why payment totals may differ from sales totals
Payment reports and sales reports use different logic.
Report type | Main question |
Sales reports | What did we sell? |
Payment reports | When did money move? |
Cash Basis Sales reports | What revenue was received on a cash basis? |
For example, if a customer pays a deposit before the appointment, the payment may appear before the sale is checked out.
⚠️ Important: A Payment Summary total should not be expected to match Sales Summary for every date range.
Why payment totals may differ from payouts
Payment reports help you review payments and refunds, but they may not match a bank payout exactly.
Payouts can be affected by:
Payment processor settlement timing
Processing fees
Refund timing
Chargebacks or adjustments
Payout schedule
Other payment processor activity
If you are reconciling payouts, compare payment reports with your payment processor and bank records.