TABLE OF CONTENTS



Overview


This guide explains how to view all Payment & Refund History Report in Core, including navigating to the report, setting search criteria, and downloading the report.


Step 1: Navigate to the Reports Module

  • Go to the Reports Module.



Step 2: Access the All Payment & Refund History Report

  • Click on the Customer Tab.
  • Scroll down to the All Payment & Refund History Report.


Step 3: Enter Search Criteria

Now click on the All Payment & Refund History Report. This report contains the following fields.


Customer Type: Choose among, Client, Member, or All. 

Customer Name: Type in the Name of a specific Customer.

From: Select a Start Date for the search.

To: Select an End Date for the search.



If Customer Name field is left empty, then the rep0rt will be displayed for All Customers.


Step 4: Choose Customized Columns

Now. choose the desired Customized Column Names from the drop-down menu next to the Columns field to be included in the Report.




Custom Columned Reports can't be downloaded in PDF.



Step 5: Generate and View the Report

  • Once done, click on the Generate & View Reports Button.



  • To generate the Report, select the desired format.



  • After generating the Report, you can download it by clicking on the Download Icon.



The genrated Report can be downloaded multiple times within 30 Days.