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Viewing Customer Transaction Histories

Updated over a month ago

Overview:


Pebl allows you to view a history of each customer’s transactions, including the amount, payment method, and date.

Step-by-Step Instructions:

  1. Go to the Customers tab.

  2. Tap a customer’s name to open their profile.

  3. Scroll down to view all associated transactions.

  4. Tap any transaction to see full payment details, or view all to export.

FAQs and Troubleshooting Tips:


Are Tap to Pay transactions shown here?
Yes—if you manually added the customer after the transaction.

Can I export transaction history?
Yes, you can view all customer transactions and then choose to export as a CSV or PDF file.

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