How Can I View a Customer's Payment History?

To view Payment History list:

1. On the main navigation bar, click Process Payments.
2. On the Customer Search page that appears, search for and load an existing customer record for which you are viewing the transaction history.
3. For Transaction Type, click the arrow and select View Customer History. The page refreshes, showing all transactions for the selected customer.
4. To retrieve transaction information for a specific period of time, select the relevant date range using the shortcut calendars in the Date Range fields.  Or, click the Show History For arrow and select a timeframe relative to the current date in the list.
5. When you complete your timeframe definition, click the Show History button.
• Results display 25 at a time.  Use the Prev and Next navigation options located at the lower right corner of the last displayed record to view additional pages of results, or click the arrow and use the list to select a specific set of records (for example, 1-25, 26-50, 51-63).
• Click an up/down arrow button to the right of a column title to sort that column in alternating ascending or descending order.
6. Click a Tran ID number link to view all of the transaction details for that item. The icons in the Action column allow you to void a transaction, or issue a refund/credit, based on transaction type.
7. When you are finished, click the Return to Search link, or select a different Transaction Type in the list.