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View an individual payer's payment history

Checking a payer's previous payments and which payments have been collected.

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Written by Gemma Langley
Updated today

To view the payment history for an individual customer, follow the steps below:

  1. Search for the customer within the CUSTOMERS tab.

  2. Enter key data into the search fields, such as Bank Reference or Surname. Click SEARCH.

  3. Click View Customer the eye icon. This takes you to the customer’s PROFILE tab.

  4. Click on the customer's PAYMENT HISTORY tab.

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