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Search a Customer's Transaction History

1. Identify the Customer.
2. Click the History tab to display the History window.

3. Click the Transactions tab to display the customer’s completed transactions.

   

4. Complete the following procedures as desired to locate the desired transaction:

   Search Transactions by Date

   Enter dates in the From and To fields and click the Submit button to display all transactions from that timeframe. Click the page navigation buttons to move from one page to another: Click the << (First Page) button to display the first page of the record. Click the < (Previous Page) button to display the preceding page of the record. Click the > (Next Page) button to display the following page of the record. Click the >> (Last Page) button to display the last page of the record. Continue with the procedure below.

   Search Transactions by ID Number

   Enter the transaction ID number in the Transaction ID field. Click the Search button to display that transaction. Continue with the procedure below.

5. Click a transaction to display its Transaction Detail and Payment Detail record and the Print Receipt button.

   

6. When finished, click the Close button to close the History window.