Each list in ProAbono provides essential data for managing your SaaS business.
Overview of the List
The payments list gathers information related to automated or manual invoice payments. It allows you to review and analyze transactions to oversee payments, identify anomalies, or deepen your understanding of financial flows.
You can access this list from the left navigation menu in the back office, under the section Invoices & Payments > All lists & exports.
Available Filters
To simplify data search and analysis, the list offers several filters. Here are the main filters available:
- by date: issue date, payment date, or last modification date. Options include day, week, month, rolling month, rolling 30 days, year, or a custom period.
- by customer country: filters payments based on the customer’s country.
- by currency: selects the payment currency, such as EUR, USD, etc.
- by segment: filters based on defined customer segments.
- by payment method: credit card, SEPA direct debit, bank transfer, check, cash, etc.
- by payment status: filters by the payment status, such as Confirmed, Pending, or Failed, etc.
These filters allow you to refine results and focus only on relevant information.
Available Actions
Each list has an “Actions” button to perform operations on the displayed data.
Data Export
Data export is available for every list. You can choose between two export types:
- File export: export data in CSV or JSON formats for easy integration into your analysis tools (e.g., Excel, databases).
- Export via the ProAbono API: retrieve data via the API for integration into your automated workflows.
Examples and Use Cases
Here are some examples of how to use the payments list:
- Monitor recent payments: review payments made in the last 7 days to detect potential anomalies.
- Analyze payments by currency: export foreign currency payments to track volumes and adapt your financial strategy.
- Evaluate customer segments: analyze payments by segment to compare the performance of different customer categories.
- Prepare for accounting closures: export payments for a specific period to facilitate bank reconciliation or monthly closures.
These examples illustrate how the payments list can enhance payment tracking and optimize the management of your SaaS business.