{"id":4450,"date":"2026-01-10T05:29:01","date_gmt":"2026-01-10T05:29:01","guid":{"rendered":"https:\/\/profitaa.com\/?post_type=docs&#038;p=4450"},"modified":"2026-01-10T05:29:01","modified_gmt":"2026-01-10T05:29:01","password":"","slug":"crm-customer-transactions","status":"publish","type":"docs","link":"https:\/\/profitaa.com\/ng\/help\/crm\/crm-customer-transactions\/","title":{"rendered":"CRM Customer Transactions"},"content":{"rendered":"<p>On the Customer dashboard, you can view a particular Customer transactions. That is, all patronages of the Customer. Click the \u201cTransactions\u201d link to access this page.<\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone size-full wp-image-31587\" src=\"https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-28-083637-225-example.png\" sizes=\"(max-width: 792px) 100vw, 792px\" srcset=\"https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-28-083637-225-example.png 792w, https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-28-083637-225-example-300x272.png 300w, https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-28-083637-225-example-768x695.png 768w\" alt=\"\" width=\"792\" height=\"717\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>The page displays the transaction ID, Business Unit it occurred, date\/time stamp, the system user that performed the transaction, recurring option (if the transaction is recurring or not), amount, paid and balance. To view the transaction, you either click the link on the TransID or the printer icon (for Thermal Print). Both displays the details of the transaction.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>On the Customer dashboard, you can view a particular Customer transactions. That is, all patronages of the Customer. Click the \u201cTransactions\u201d link to access this page. &nbsp; The page displays the transaction ID, Business Unit it occurred, date\/time stamp, the system user that performed the transaction, recurring option (if the transaction is recurring or not), [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[65],"doc_tag":[],"class_list":["post-4450","docs","type-docs","status-publish","hentry","doc_category-crm"],"year_month":"2026-10","word_count":86,"total_views":"7","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Profitaa","author_nicename":"profitaa","author_url":"https:\/\/profitaa.com\/ng\/author\/profitaa\/"},"doc_category_info":[{"term_name":"CRM","term_url":"https:\/\/profitaa.com\/ng\/docs-category\/crm\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>CRM Customer Transactions - Profitaa<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/profitaa.com\/help\/crm\/crm-customer-transactions\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CRM Customer Transactions - Profitaa\" \/>\n<meta property=\"og:description\" content=\"On the Customer dashboard, you can view a particular Customer transactions. 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