Customer transactions

Use this page to view a customer's transaction history or to change details of a customer's transactions.

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Criteria

History as of date

 

The following options are included on the Transactions page:

Criteria
Criteria Checkbox

The following criteria are available as filters on the Customer's Transactions page:

  • Daycare Program

  • Donations

  • Reservations

  • Gift Cards

  • Membership

  • Point of Sale

  • Registrations

  • Communications

  • Account Changes

  • Payments

  • Scholarship, and

  • Equipment Loans.
Include Option buttons

Select who to display transactions for:

  • This Customer Only, OR

  • Entire Family (the customer and all family members in the system).

 

Note: If the customer is a member of more than one family, then select Entire Famliy, and in the dropdown list, choose either an individual family, or All Families.
Transaction Begin Date Date The earliest date of the transactions to include in the list.
Transaction End Date Date The latest date of the transactions to include in the list.
Search Button

Search for and display the transactions that meet the given criteria.

History as of [Today's Date and Current Time]
Transaction Hyperlink

Click an underlined Transaction link to go to the Transaction Detail page, where you can modify transaction details.
Description Text Name or description of the item involved in the transaction.
Receipt Number Hyperlink Receipt number of the transaction.

 

Click a receipt number link to view Receipt Details.
Transaction Date Date/Time Date and time when the transaction occurred.
Customer Name Text Name of customer involved in the transaction.