Where do I find customer payments?

XSite makes it easy to see recent payments made by your customers. Use this tool to track payment activity by customer, store, and date.

VIDEO TUTORIAL

Locating Customer Payments in XSiteIO

1. In the side menu, go to ‘Price Book’, then click ‘Accounts’ > ‘Payments’.
2. Use the ‘Sites’ dropdown to select your store location.
3. Select the customer whose payments you want to review.
4. Set the date range for the payments you’re looking for.
5. Click ‘Generate’ to see the list of matching invoices and payments.

Locating Customer Payments in XSite Classic

1. In the side menu, click ‘Accounts’, then choose ‘Payments’.
2. Use the store dropdown to pick your location.
3. Choose the customer from the next dropdown.
4. Set the date range to filter payment history.