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How to View a Customer's Transaction History

Each customer has a profile page where you can review their invoice history and outstanding balances at a glance. Go to Get Paid → Customers.

Steps

  1. Go to Get Paid → Customers.
  2. Click on the customer's name to open their profile.
  3. On the "Overview" tab, review the KPI cards: Paid Last 12 Months, Total Unpaid, and Last Item Sent, along with a list of unpaid invoices.
  4. Click the "Invoices" tab to see the customer's full list of invoices with their statuses.

Related Articles

  • How to View Outstanding Balances for a Customer
  • How to View Total Revenue from a Customer
  • How to Create a Customer Statement

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