This guide shows how to view transactions that are marked as paid in the system, using the Order History page. Either through managing report columns or through filtering the information.
1. Navigate to the main menu and from the Customers section, click "Order History"
2. Choose the selected date range for the report.
3. Click the Filters button (the funnel icon).
4. Optional filter: To only show invoices on the report, select "Show Invoice" from the drop down. The default is "Show All" that will include open orders.
5. Click "Only Show Paid Transactions"
6. Click "Apply Filters" to save.
7. The report will now only contain transactions (or invoices) that have been paid.
To view details of the payment, click the Manage Columns button to ensure the payment columns are included on the report.
8. If the payment columns are not in the Visible Columns list, click the 'plus' icon for 'Payment Status', 'Paid Date', 'Payment Method' and 'Payment Method', depending on what information is needed.
9. Click "Apply Changes" to save.
10. The payment information will now be displayed.
This report can be printed and/or downloaded as needed.
