You can generate a history of payments by client using the Income by Payment type report in your business' Sales section. The report will need to be exported, and the data can then be managed and adjusted using a 3rd party spreadsheet software. To generate an end of year statement:
- Navigate to your Business tab.
- Select Sales.
- Select the Income by Payment Type report on the left side of the page.
- Enter the date range for the period that you want to report on.
- To view appointments paid with a specific method only, use the Filter tool and choose the payment method from the drop-down.
- Select Export to download a CSV file type of the data. This file can be uploaded into a spreadsheet software and data can then be sorted by client name.