Use this page to view payments and canceled transactions made by customers and companies. You can also view payments and canceled transactions which have been made by all customers attached to these accounts.
Choose one of the following:
Go to Administration > Population Settings > Customers/Companies.
Go to Front Desk > Population > Customers/Companies.
Search for and select the desired customer or company.
Select the View Payment History link.
Note: Where a customer has made a payment on a non-family member's behalf, "for: customer" appears in the Type column. Where a customer has received a payment made by a non-family member on their behalf, "by: customer" appears in the Type column.
Choose one of the following:
Click an underlined Receipt Number link to view receipt details.
Click an underlined Cancel payment link to view the Cancel Payment Form, where the payment can be canceled.
Note: The Cancel payment link is only available to users who are authorized to cancel payments.
Click Go back to Customer Account Functions to return to the Customer Account Functions page.
Adding or modifying a customer