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How to View Total Revenue from a Customer

You can get a quick sense of how much business you've done with a customer directly from their profile page. Go to Get Paid → Customers and click the…

Steps

  1. Go to Get Paid → Customers and click the customer's name.
  2. On the Overview tab, check the "Paid Last 12 Months" KPI card for a rolling view of revenue collected from this customer.
  3. For a full breakdown across all customers, see "How to See Revenue by Customer."

Good to Know

There is no separate "Total Revenue" or "Sales Summary" section on the customer profile - "Paid Last 12 Months" is the closest built-in figure.

Related Articles

  • How to See Revenue by Customer
  • How to View a Customer's Transaction History
  • How to View Outstanding Balances for a Customer

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