At First, you need to Customize Customer Payments App to display “By Date” view in home dashboard.
Steps to View Customer Payments by Date
- Log in and access Customer Payments App from your universal navigation menu bar.
- Click on “By Date” from the Left navigation panel.
- You can view the following:
- Last 7 Days
- 8 – 14 Days
- 15- 30 Days
- >30 Days
- Select any view from the above. For instance let’s take “Last 7 Days”.
- Now, you can view all customer payments created on last 7 days.
- You can also Edit or Delete the Customer Payments by clicking on More details(...) icon .
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article