x

Is it possible to run a report of all payments from one client?

Is it possible to run a report of all payments from one client?

1,403 Views
Message 1 of 4
Report
1 Best Answer
Admin

Best Answer

Hi @Giaswazi-

 

If you've created a customer profile for them, you should be able to click on their name and see recent payments among other details. 

 

Otherwise, you could get the last 4 digits of their card, go to Transactions, and then filter the transactions by typing in those 4 digits:

 

 

 

Do either of those suggestions work? Let me know! 👀

View Best Answer >

1,379 Views
Message 2 of 4
Report
3 REPLIES 3
Admin

Best Answer

Hi @Giaswazi-

 

If you've created a customer profile for them, you should be able to click on their name and see recent payments among other details. 

 

Otherwise, you could get the last 4 digits of their card, go to Transactions, and then filter the transactions by typing in those 4 digits:

 

 

 

Do either of those suggestions work? Let me know! 👀

1,380 Views
Message 2 of 4
Report

Thank you..yes!

1,355 Views
Message 3 of 4
Report
Admin

So happy to hear that @Giaswazi

1,351 Views
Message 4 of 4
Report