- Payers Tracking
 

Customer-Centric Payment Intelligence
 

- What Is Payers Tracking?
 

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

“Who actually pays us — and how much?”

Unlike Payment Tracking (which focuses on transactions) or Order Report (which focuses on debt and invoices), Payers Tracking focuses purely on money that has already been paid, grouped per 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 used

• Which team members close the most payments

• How payments are distributed across projects and companies
   

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

 

- How Payers Tracking Thinks
 

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

That means:
 

• Every row = one customer

• Every amount = 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 Calculates Automatically
 

Behind the scenes, Payers Tracking performs live aggregation:
 

• All payments are loaded from documents_payments

• Payments are grouped by cust_id

• The system calculates:
   

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

This ensures:
 

• No duplicated data

• Always-up-to-date totals

• Accurate revenue insights
  
  
  - Filters: Precision Revenue Analysis
   

  Payers 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 like:

• Revenue paid via Stripe last quarter

• Payments collected by a specific team member

• Top paying customers for a specific project

• One of the strongest features of Payers Tracking is gateway-level visibility.

  Because payments are joined with payment_detail, the system can show:

• Which gateway was used

• How much revenue each gateway processed

• Gateway distribution across customers

• This is critical for:

• Payment strategy decisions

• Gateway fee optimization

• Identifying customer payment preferences
   

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  - Data Flow: From Payments to Insights
   

  The internal flow follows a clear logic:
   

• Load all payments for the organization

• Apply user-selected filters

• Group payments by customer ID

• Sum payment amounts per customer

• Attach customer, 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 & Bulk Operations
   

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

• Accounting reviews

• Management reports

• External analysis

• Select individual customers via checkboxes

• Export only selected rows

• Export full filtered results to Excel

• Exports always respect:

• Active filters

• Selected customers

• Sorting order
   

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  - Security & 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 limit exposure when required.