Customer Payment History Report
The Customer Payment History Report shows all payments made by customers to you. This report is found under Reports > Accounting > Customer Reports > Payment History.
You can filter the report by customer and payment date. The report shows the Invoice Number, Invoice Date, Items on the invoice, and the amount of payment applied for each item, and the payment type (credit card, check, etc.). You can filter the report by date and payment type. Click “Run Report.”
You can click “Download Spreadsheet” to download a .csv file that you can open in Excel with your payment history information.
You can edit the customer payment information if needed. Click “Edit” at the bottom of the payment detail. You will go back to the customer’s payment page to make your changes.
To void a customer payment, click “Void” at the bottom of the payment detail. The voided payment will still appear on the Payment History Report. See Voiding a Customer Payment for more information.
If you need to issue a refund to a customer credit card payment, click “Refund” at the bottom of the payment detail for the payment you want to refund. You will see the invoice detail for that paid invoice. Click “Yes” to “Are you sure you want to refund this payment?” You will see a confirmation message at the top of the report. You will also see that this payment has been refunded in the report.
You can delete a customer payment by clicking “Delete” at the bottom of the payment detail. The deleted payment will no longer show on the Payment History Report. For details, see Void or Delete a Transaction: What’s the difference?
You can also view a list of payments from an individual customer under their record.
Accounting > Receivables > Customers > Customer Name > Payments
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