Customer Payment History Report
This feature will easily allow you and your instructors to view your customersâ Payment History report within their profiles.
Pre-requisites:
- The business user/instructor should have a fitli account
- The business user/instructor should be connected to your business
- The business user/instructor should NOT have the âProfessional No Accessâ role

For Business Users with NO Reporting Access
Business Users with no reporting access such as Professional Limited Access, Professional Full Access and Clerk, will see limited data of your customersâ payment history.
To view your customersâ payment history, log into your fitli account and click your business name on the pulldown menu at the top right.

Click Customers at the top menu, search for your customer, click your customerâs name or the view link to open his profile.

Scroll down to the Account Balance section, click âView Purchase History'.

In the Payment History section youâll see your customerâs purchase history. Since you donât have reporting access, youâll only see the purchase date and time, transaction type, item, funding source and action by columns. Click Export to download the .csv file or CLOSE to go back to your customerâs profile.

Note: Business users with âProfessional No Accessâ role will not see all of these because they can only be booked and can only view your calendar.
For Business Users with Reporting Access
Business Users with reporting access such as Owner, Owner Professional, Manager, Manager Professional and Professional Full + Reporting, will see your customersâ complete payment history data similar to the one on the Sales Report.
To view your customersâ payment history, log into your fitli account and click your business name on the pulldown menu at the top right.

Click Customers at the top menu, search for your customer, click your customerâs name or the view link to open his profile.

Scroll down to the Account Balance section, click âView Purchase History'.

In the Payment History section youâll see your customerâs complete purchase history. Since you have reporting access, youâll see more data compared to Users with no reporting access. Click Export to download the .csv file or CLOSE to go back to your customerâs profile.

Note: Business users with âProfessional No Accessâ role will not see all of these because they can only be booked and can not view any session or customer details.
That's about it! Any questions? Chat with us or send us an email to support@fitli.com