Payment History by Date

The Payment History report includes the Date, Invoice Number, Amount, and Source for each payment grouped by the customer with a Gross Total* for each as well as a Grand Total for all.

1. From the Business Tools menu, select Reports (or from the Reports - Tools group on the main toolbar, click  Reports).
2. Under the Customer section, select the Payment History report, then click  Print (or double-click on the report).
3. Enter the date range to print, then click   OK .
4. From the preview window, click  to print (or  to export as a pdf).

*Payments applied to the customer's profile to clear an account balance will also be included.

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Additional Information:

• Posting Payments
• Process Credit Card Payments
• Record a Credit Card Payment as Received