The Payment Breakdown Report in Appliance.io gives you a clear view of how customers are paying — whether by credit card, bank transfer, cash, or other methods. It helps you track totals across payment types, understand deposits and credit line payments, and analyze fees, so you always know where your money is coming from.
📍 Accessing the Report
From the sidebar, click Reports
Select Payment Breakdown Report
At the top, you’ll find five filters to narrow your results:
Date
Payment Method
Location
Sales Person
Exact Amount
Need to start fresh? Click Reset Filter to clear everything.
👉 You can also export the report to PDF, Excel, or CSV with a single click.
📊 Main Report View
The main report displays three key columns:
Payment Type
Number of Payments
Total
Clicking on a payment type opens the detailed view for deeper insights.
🔎 Detailed View & Extra Filters
Inside the detailed report, you’ll see two additional filters:
Search by Order Number
Payment Application
Payment Application breaks down into three types:
Deposit Made to a Quote → Partial payments, recorded under Deposit – Refundable Deposit Account
Payment Made to a Credit Line → Reduces a customer’s credit line balance (tracked separately from orders)
Payment Made to an Order → Full payment
📑 Detailed Columns
The detailed view provides a full breakdown with ten columns:
Payment Date
Order Number
Customer Name
Location
Recorded By
Payment Method
Payment Application
Transaction ID
Notes
Gross
💳 If the payment was made via AIO Pay, two extra columns appear:
Fee → The AIO Pay processing fee
Net → The actual amount received after fees
👉 Pro tip: Click any Order Number to jump straight to that order’s page.
🎉 You’re Ready!
With the Payment Breakdown Report, you can track every type of payment in detail — whether it’s a refundable deposit, credit line reduction, or full payment. Organized, exportable, and easy to analyze, it gives you a complete view of your incoming payments.