All

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

    Login
English (US)
English (US)
Mandarin
Cantonese
  • Home
  • Reports

CRM report

All Product

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

    • Sales report
        • View sales and operation overview on the Merchant Portal dashboard
        • View and manage Sales Summary
        • View and manage Hourly Sales Report
        • View and manage Weekly Sales Report
        • View and manage Sales by Period report
        • View and manage Sales by Item report
        • View and manage Sales by Sales Category report
        • View and manage Sales by Product Type report
        • View and manage Item Sold Report
        • View and manage Sales Report
    • Daily Closing report
        • View and manage Daily Closing Report
        • Check pre-order information on the Daily Closing Report
        • Check Cash Voucher information on reports
        • Check Discount Coupon information on reports
    • Shift report
        • View and manage Shift Report
    • Transaction report
        • View and manage Transaction Report
    • Pre-order report
        • View and manage Pre-order Report
    • Audit Trail report
        • View and manage Item Audit Trail Report
        • View and manage Top-Up Credit Refund Report
        • View and manage Void and Returns Report
    • CRM report
        • View and manage Payment Report by Customer
        • View and manage Points Activity Report
    • Inventory
        • View and manage Inventory Adjustment Report
    • Diagnostics
        • Access the Menu Action Log
    • Operation report
        • View and manage Discount Report
        • View and manage Incoming Customers Analysis report
        • View and manage Pay In and Payout report
        • View and manage Queuing Statistics report
        • View and manage Item Preparation Time Report
        • View and manage Reconciliation Report
        • View and manage e-Invoice Report (Malaysia)
        • View and manage On-Premise Payment Abnormal Report
        • View and manage Staff Performance Report
    • Report Settings
        • Receive automatic email reports from Eats365
        • Configure export report settings
        • Set up Currency Exchange Rate for reports
    • Gift Card
        • Check Gift Card information on reports
        • Check gift card information and transaction history
    • Discount Coupon
        • Check discount coupon information and transaction history
    • Cash Voucher
        • Check cash voucher information and transaction history
    • 365pay reports
        • View and manage the Payout History report
        • View and print the Balance Overview report
    • Sales by Vendor report (Food Court)
        • Set up Sales by Vendor report (Food Court)
        • View and manage Sales by Vendor report
        • Send Sales by Vendor report automatically to registered vendors

Table of Contents

View and manage Payment Report by Customer

Learn how to generate and review the Payment Report by Customer on the Merchant Portal.

The Payment Report by Customer shows a summary of all transactions and payments made by a restaurant member. The report includes information such as the member name, member ID, and transaction amount.

View Payment Report by Customer

To view the Payment Report by Customer records, follow the steps below:

Merchant Portal (Classic Theme)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

  1. Log in to the Merchant Portal. 
  2. On the left panel, click on Reporting.
  3. Under "CRM," select Payment Report by Customer.
  4. Select the date range of the transactions that you want to check. 
  5. To retrieve the records, click on Submit. The screen shows an overview of the transactions made on the selected date range.
Delete

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

  1. Log in to the Merchant Portal. 
  2. On the left panel, click on Reporting. Then, click on CRM. 
  3. Select Payment Report by Member.
  4. Select the date range of the transactions that you want to check. 
  5. To retrieve the records, click on Submit. The screen shows an overview of the transactions made on the selected date range.
Delete

Print Payment Report by Customer

Merchant Portal (Classic Theme)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

To print a Payment Report by Customer, from the Report Result, click on Print. Then, select the printer where you want to print the report. Click on Save to confirm.

Delete

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

To print a Payment Report by Customer, from the Report Result, click on Print. Then, select the printer where you want to print the report. Click on Save to confirm.

Delete

Export Payment Report by Customer

Merchant Portal (Classic Theme)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

To export a Payment Report by Customer, from the Report Result, click on Export. An Excel file of the report gets downloaded to your computer. Open the file to view your exported report.

Delete

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

To export a Payment Report by Customer, from the Report Result, click on Export. An Excel file of the report gets downloaded to your computer. Open the file to view your exported report.

Delete
payment report payment report by customer payment report by member

Was this article helpful?

Yes
No
Give feedback about this article

Related Articles

  • Create a new member
  • Add a member to an order
  • Manage member information and order history
            • Products
              • POS
              • mPOS
              • Eats365 Biz
              • Eats365 Marketplace
              • Branded Online Store
              • Kitchen Display System
              • Expedite Display
              • Scan-to-Order (BYOD)
              • Self-Service Kiosk
              • PhotoMenu
              • Queue Kiosk
              • Dynamic Digital Menu
              • Queue Display
              • Pickup Display
              • Customer Facing Display
            • Solutions
              • Online Ordering
              • Contactless Dining
              • Front of House
              • Guest Retention
              • Back of House
              • Back Office (Store End)
              • Multi-brand/Location Management (Enterprise)
              • Paperless Operation Experience
              • Payment
            • Restaurant Types
              • Quick Service Restaurant
              • Full Service Restaurant
              • Bars
              • Food Court
              • Cloud Kitchen
              • Food Retail
              • Self-service Restaurant
              • Enterprise
              • All-You-Can Eat (Buffet)
            • Resources
              • Eats365 Knowledge Base
              • Blog
              • Supported Hardware
            • Company
              • About Us
              • Success Stories
              • Referrals
            • Get In Touch
            • Contact Us
              • Eats365, Inc.
              • Sales info@eats365.com
              • Support support@eats365.com
        • Contact Us
          • Eats365, Inc.
          • info@eats365.com
          • www.eats365pos.com
        • Get In Touch
          • Apple Mobility Partner
            twitter facebook eats365 linkedin
        • eats365
          © 2023 Eats365 Incorporated. All rights reserved.

Knowledge Base Software powered by Helpjuice

Expand