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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 Ollie Denning

Use the Payment History tab to review a customer's previous payments and identify which payments have been successfully collected.

To view a customer's payment history:

  1. Search for the customer within the CUSTOMERS tab.

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

  3. Click SEARCH.

  4. Click View Customer the eye icon, this takes you to the customer’s PROFILE.

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

The Payment History screen displays the customer's payment records, allowing you to track past payments and confirm collection status.

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