Payment Register by Customer

Payment Register by Customer

Overview

 

The system stores a record of the Payments made by a certain customer. This information is accesible from the Payment History screen and Customer Dashboard.

 

Instructions to Access Payment Register

  1.  Go to Setup >>Customers (or click on the customer name, from several screens in the system).

  2.  Use the available filters to find a given customer.

  3.  Click on the customer name.

  4.  Click on the Payments tab.

  5.  The payment history will appear. Notice that you will be able to send the payment details by email or print them, from the Actions column.

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