Customer Paid - Report

The Customer Paid report displays the total dollar amount paid by each customer within a selected date range. It details key profile information alongside the total payments collected and a percentile Rank indicating your top-spending clients. Using the location selector, date filters, search bar, and export features (Print, Excel, CSV), you can easily identify your highest-value customers, evaluate spending patterns, and target high-ranking clients for loyalty incentives or marketing campaigns.

To access the Customer Paid Report, go to Reports > Customers > Customer Paid.

Selecting a date range updates the report to show total payments made by each customer during that period.

If you want to view all-time data, simply leave the date pickers blank and select the All Time button.

The blue text on this page is clickable and will take you directly to the corresponding information. e.g. customers name will take you to the customers profile.

From this page you can view the customer details.

The report will populate with.

• Customer Name and Number
• Pets associated  with the customer
• Email Address
• Postcode
• Total Paid for the date range selected
• Rank, shows each customer’s position in the list based on their total paid amount

The Search bar lets you quickly look up customers.

To help you search efficiently use information like:

• Customer Name
• Pet Name
• Address

Click the   Filter icon in the top right corner to open the filtering menus, where you can narrow your search using specific criteria.

Select Location - Enables you to filter by location when using the multi location plans.

If you want to show more or fewer entries on the page, use the Show Entries dropdown in the top‑right corner.

The system defaults to showing 10 entries to help reduce server load, but you can increase this up to 5,000 entries if needed. 

You can also export the displayed data in different formats at any time for reporting or backup purposes:

Print – Generates a printer-friendly version of the current data for easy hard-copy reference or record-keeping.

Excel – Exports the data to a Microsoft Excel (.xlsx) file, ideal for sorting, filtering, and advanced data manipulation.

CSV – Downloads the data as a Comma-Separated Values (.csv) file, useful for importing into other software or databases.

Just a heads-up when you're ready to print or export: the system will only include the entries currently visible on your screen.

To ensure you get your full list, please remember to adjust the "Show Entries" dropdown to reflect the total number of records you need before clicking export.

For More Information

On how to record a payment - Adding Manual Invoice Payments

On viewing payments report - Payments - Report

On viewing all payments - All Payments