Payment History Report

The Payment History report allows you to view payments made within a given timeframe.

1. From the sidebar navigation, clickReports.
2. From the Contacts section, select Payment History.
3. From the Date Range screen, if necessary change the Start and End dates (or choose from the quick pick list) then click.
4. From the print preview form, click to print, or click to export and save as another file type such as PDF.

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Additional Information:

• Posting Payments
• Send Direct Payment Link in an Email
• Profile: Account & Invoices tab
• Handling Credit Card Payments
• Clear an Incorrect Account Balance
• Clear Multiple Account Balances