Module 3
Payment History
Every payment ever recorded for a client is preserved in their payment history. This is your audit trail — use it to resolve disputes, verify transactions, and review accounts.
Viewing Payment History
- Open the Billing TabNavigate to the client's profile and click Billing.
- Scroll Through TransactionsThe transaction list shows all charges, payments, adjustments, and write-offs in chronological order (newest first).
Filtering and Searching
Use the filters above the transaction list to narrow down results:
- Date range — View transactions within a specific period
- Type — Show only charges, only payments, or only adjustments
- Payment method — Filter by card, cash, check, etc.
- Amount range — Find transactions above or below a certain amount
Transaction Details
Click any transaction to see its full details:
- Date and time
- Amount
- Payment method and last 4 digits (if card)
- Description/note
- Who processed it (staff member name)
- Transaction reference number
Payment history cannot be edited or deleted. This is by design — it maintains the integrity of your financial records. If a payment was recorded incorrectly, create an adjustment instead of trying to modify the original entry.
Quick Reference
| Action | How |
|---|---|
| View all payments | Client Billing tab → transaction list |
| Filter by date | Set date range above transaction list |
| View details | Click any transaction row |
| Resend receipt | Click transaction → receipt icon |