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View Payment Report by Customer
Learn how to generate and review the Payment Report by Customer on the Merchant Portal.
A Payment Report by Customer shows a summary of all transactions and payments made by a restaurant member. The Payment Report by Customer includes information such as the Member Name, Member ID, and Transaction Amount.
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.
- Log in to the Merchant Portal.
- On the left panel, click on Reporting.
- Under CRM, select Payment Report by Customer.
- Select the date range of the transactions that you want to check.
- To retrieve the records, click on Submit. The screen shows an overview of the transactions made on the selected date range.
Merchant Portal 2.0
Delete
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
- Log in to the Merchant Portal.
- On the left panel, click on Reporting. Then, click on CRM.
- Select Payment Report by Customer.
- Select the date range of the transactions that you want to check.
- To retrieve the records, click on Submit. The screen shows an overview of the transactions made on the selected date range.