How to get client payment history

[victorialidmark]

My client wants payment history to me when she use Square in the last year how do I find it

[RHatch]

All you can give her is what sales she did with you in the last year and you can only do that if you put the sale under her name/Number/email or if she paid with a credit card every time.

Search for her name under customers and click on the listing and you will see purchase information on the bottom right of the screen.

[holycrap]

How?

[Joe]

Hi there, @holycrap - thanks for reaching out to us here on the Seller Community! Happy to have you join us here. 

I've gone ahead and merged your post into an existing thread of Sellers who also had questions regarding customer forms within their sites. This answer from Kelly may be able to point you in the right direction, but that is dependent on what kind of custom form you are looking to embed.

If this misses the mark, feel free to shoot me a reply with more details on what you are looking to achieve with your form, and I will do my best to help! Cheers!