{"schema":"exacc.help.page/1","url":"https://exacc.au/help/payment-history/","title":"See payment history","description":"Find the payments on one invoice, a customer's full history of invoices and payments, or every payment received in a period.","category":"Invoicing & Payments","summary":"For one invoice, click **Payments History** on its summary. For a customer, open their contact and click **Customer History**. For all payments in a period, use **Reports › All reports › Payments History** and filter by date, customer, account or method.","lastVerified":"2026-09-29","apps":["app"],"processIds":["record_invoice_payment","reports"],"start":{"label":"Open All reports","url":"https://app.exacc.au/{dbId}/reports"},"menuPath":["Reports","All reports","Sales","Payments History"],"steps":[{"step":1,"title":"Payments on one invoice","body":["Open the invoice and click **Payments History**. You see each payment's date, account, note, method, amount and who entered it. **Open Payment** opens it to change its details or delete it."]},{"step":2,"title":"A customer's history","body":["Open the contact (**Business › Contacts › Manage Contacts**) and click **Customer History**. It lists the last year: opening balance, each invoice issued and each payment applied, with a running balance. Change the dates for another period."]},{"step":3,"title":"All payments received","body":["Open **Reports › All reports**, choose the **Sales** group and **Payments History**. Set the dates, and optionally a customer, account or payment method. **Open Payment** and **Open Contact** jump to the record."],"url":"https://app.exacc.au/{dbId}/reports"}],"sections":[{"heading":"Other useful sales reports","body":[],"list":["**Receivables Summary** and **Receivables - details**: who owes what, and which invoices.","**Invoices List** and **List of sent e-mails**."]}],"related":["https://exacc.au/help/record-customer-payment/","https://exacc.au/help/view-receivables/","https://exacc.au/help/manage-invoices/"],"linkNote":"Links containing {dbId} open that screen in the business file whose id is dbId. A person can also open this help page with ?db=<dbId> to get the same links as buttons."}