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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?

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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! 👀

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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! 👀

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Thank you..yes!

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So happy to hear that @Giaswazi

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