- Payer Tracking
 

Customer-Focused Payment Intelligence
 

- What is Payer Tracking?
 

Payer Tracking is a customer-level payment summary report designed to answer one critical business question:
 

“Who is actually paying us — and how much?”

Unlike Payment Tracking (which focuses on transactions) or an Orders Report (which focuses on debts and invoices), Payer Tracking focuses solely on money already paid, grouped by customer.

It converts thousands of individual payments into a clear financial leaderboard of customers.
 

- Why This Report Exists
 

In real businesses, decision-makers often need to know:
 

• Which customers generate the most revenue

• Which payment gateways are most common

• Which team members close the most payments

• How payments are distributed across projects and companies
   

Payer Tracking exists to provide revenue clarity, not accounting complexity.

 

- How Payer Tracking Calculates
 

This report is grouped by customer, not transaction-based.
 

This means:
 

• Each row = one customer

• Each amount = the sum of all payments made by that customer

• Multiple payments → one consolidated total
   

This approach makes it ideal for:
 

• Revenue analysis

• Sales performance review

• Customer value ranking

• Payment gateway evaluation
   

- What the System Automatically Calculates
 

Behind the scenes, Payer Tracking performs real-time aggregation:
 

• All payments are loaded from documents_payments

• Payments are grouped by cust_id

• The system calculates:
   

Total Amount Paid = SUM (all payments for that customer)

This ensures:
 

• No duplicate data

• Always up-to-date amounts

• Accurate revenue insights
  
  
  - Filters: Precise Revenue Analysis
   

  Payer Tracking includes powerful yet intuitive filtering, allowing users to analyze revenue from any angle.
   

  You can filter by:
   

• Date range (when payments were made)

• Project

• Team member

• Customer name

• Company / Invoice settings

• Payment gateway (Stripe, Cash, Credit Card, etc.)

• This enables questions such as:

• Revenue paid via Stripe in the last quarter

• Payments collected by a specific team member

• Top paying customers for a specific project

• One of Payer Tracking's most powerful features is gateway-level visibility.

  Since payments are attached to payment_detail, the system can show:

• Which payment gateway was used

• How much revenue each payment gateway processed

• Payment gateway distribution among customers

• This is critical for:

• Payment strategy decisions

• Payment gateway fee optimization

• Identifying customer payment preferences
   

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  - Data Flow: From Payments to Insights
   

  The internal flow follows clear logic:
   

• Load all payments for the organization

• Apply user-selected filters

• Group payments by customer ID

• Sum payment amounts for each customer

• Join customer, payment gateway, and team member data

• Format results for display

• Paginate and return clean output

• This ensures speed, accuracy, and scalability.
   

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  - Export and Bulk Actions
   

  Payer Tracking supports bulk selection and export, making it practical for:
   

• Accounting reviews

• Management reports

• External analysis

• Selecting individual customers via checkboxes

• Exporting only selected rows

• Exporting full filtered results to Excel

• Exports always respect:

• Active filters

• Selected customers

• Sort order
   

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  - Security and Data Isolation
   

  The module enforces:
   

• User ID validation

• Organization-level isolation

• Team-based visibility rules

• No user can see payments outside their organization, and team permissions restrict exposure when necessary.