Send Your Customer a Payment History Report

If your customer has requested a copy of their payment history, you can generate a report directly from their profile in the system. 

How to Generate a Payment History Report

1. Click Customers in the left-hand menu panel.

2. Click the Search tab in the top right-hand corner.

3. Search for the customer by name.

4. Click Apply.

5. Select the customer to open their profile.

6. Click on the Payments tab.

Exporting the Report

From the Payments tab, you have two options:

• Print

  • Downloads the payment history as a PDF report

• Export

  • Downloads the payment history as a .CSV file

Once the report has been generated, you can download and send this to the customer directly. This allows you to easily provide your customer with a full record of their payments in your preferred format.