thread transaction detail in Archived Discussions (Read Only)

transaction detail

lisaj866 — Thu, 02 Jun 2022 14:34:52 GMT

Can I print a list of individual transactions by name or by card number if I want to track who has paid?

Re: transaction detail

alexandriak — Thu, 02 Jun 2022 18:14:44 GMT

You should be able to go to your customers screen and look up customers that way and view their transaction history. Does that help you?

Re: transaction detail

lisaj866 — Thu, 02 Jun 2022 18:37:25 GMT

Yes it does! Thanks! Is there a way to see who paid by date or by looking at a day or month's sales? I can see total sales for a period of time (day or month), but can I see a list of customers and amounts that way without going into each customer to see the date they paid.

Re: transaction detail

alexandriak — Thu, 02 Jun 2022 18:41:01 GMT

You should be able to look at your transactions for an entire day on your dashboard or app by going to the transactions tab. Each transaction should have the customers name.

You can view transactions for just that day, or any date range on your dashboard a bit easier than thru the app

Re: transaction detail

lisaj866 — Thu, 02 Jun 2022 19:41:47 GMT

That's what I needed to know! Thanks for all of your help!

Re: transaction detail

alexandriak — Thu, 02 Jun 2022 19:44:30 GMT

You're welcome!!