topic Is it possible to create a report from payments only from payment links? in Commerce Tools

Is it possible to create a report from payments only from payment links?

traviskl — Mon, 10 Jul 2023 20:19:05 GMT

Hi - I'm trying to figure out a way to create a report that only shows payments from Payment Links. I'm building a custom report right now with "Payments" as the primary source, but it won't let me pull in "Payment Link" association field to filter with.

Does anyone have any ideas?

Re: Is it possible to create a report from payments only from payment links?

kvlschaefer — Tue, 11 Jul 2023 12:05:09 GMT

Hi @traviskl,

Thanks for reaching out to the Community!

I wanted to invite our subject matter experts to this conversation.

Hi @danmoyle, @MrJustinGivens, @bendonahower - Do you have any payments reporting tips for @traviskl?

Thank you!

Best,

Kristen

Re: Is it possible to create a report from payments only from payment links?

danmoyle — Tue, 11 Jul 2023 17:07:00 GMT

@traviskl question for you - as I understand HubSpot payments, they're all coming through payment links, correct? Are you getting payments that aren't through HubSpot payment links?

Or are you trying to segment them by certain payment links?

There's a payment property called Source, which shows me payment links and quotes, so maybe that's the differentiation? You can add Source to filters to include only payment link, excluding Invoice and Quote both.

Then there's Source URL, which shows the actual payment link. Would that help create the report you're looking for?

Re: Is it possible to create a report from payments only from payment links?

traviskl — Wed, 12 Jul 2023 20:54:33 GMT

Thanks for the reply. You can accept HubSpot Payments through an invoice. I think I figured out a workaround. I basically just needed a report that showed all payments that didn't have a Quote or Deal associated to them.