Reviewing a customer’s payment history lets you confirm previous collections, check the status of unpaid items and identify upcoming pending payments. The Payment tab shows all Direct Debit collections linked to their contract, including amounts, dates and current payment statuses.
To review Direct Debit transactions across all customers:
Click Reports & Analytics tab
Scroll to the Transaction History panel.
You can search and filter by references, payment statuses or to and from due date for reporting and reconciliation.
View an individual customer’s payment history
Click the Direct Debits tab on the left hand side.
From the Customers/Contracts panel, click Search customers on the right.
Enter the customer’s name, bank reference, or other identifying details.
Use the Filter icon to refine the search and apply any relevant filters.
Select Include archived customers to show archived records.
Click the customer’s record to view their details.
Select the Payments Tab.
Under Payment History, review all previous and upcoming collections.
📌Note: Payment statuses (Paid, Unpaid, Pending) rely on bank processing times, so updates may not appear immediately. A pending status simply means the payment has been requested but has not yet been confirmed by the bank.