Viewing transactions for a specific customer

For complete descriptions of the options on this page, click here.

1. Choose one of the following:

• View customer transactions from the Front Desk tab.

  1. Go to Front Desk. In the side-bar, click Population and select Customers.

  2. Search for and select the customer who you want to view.

• View customer transactions from the Administration tab.

  1. Go to Administration > Population Settings > Customers.

  2. Search for and select the customer who you want to view.

2. On the Customer Account Functions page, choose one of the following:

• Click View Payment History.

• Click View Transaction History.

• Click View Communication History.

• Click View Account Change History.

• Click View All History.

• Click View Class Transaction History.

• Click View Declined Payments.

3. On the History page, choose one of the following:

• Filter the listed transactions by transaction type.

  1. Select the transaction type in the Criteria section.

  2. Click Search.

• Show transactions for the customer's family in addition to the customer's own transactions.

  1. Click Entire Family.

  2. Click Search.

• Filter the listed transactions by date.

  1. Enter the Begin Date and End Date that you want to filter by.

  2. Click Search.

• View and/or modify transaction details.

  • Click the transaction's link in the Type column.

• View the receipt for a transaction.

  • Click the receipt number in the Detail column.

• Cancel a payment in the transaction list.

  • Click Cancel Payment for the payment that you want to cancel.

Related topics

Looking up a transaction

Viewing a new or pending receipt

Viewing a customer's financial activity

Return to Customers