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Replying to:
Kristine Mae
Moderator

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Hello there, Dallasbrews.

 

You can pull up the Sales by Customer Detail report and customize it to show the payment method custom field. Then, you can manually change the dates.

 

I'll guide you how:

  1. Click Reports.
  2. Go to Sales, then choose Sales by Customer Detail.
  3. Click Customize Report.
  4. Go to the Display tab.
  5. In the Search Columns field, enter payment method, then choose it.
  6. Click OK.
  7. Change the dates, then click Refresh.

I've attached a screenshot as your reference. 

 

 

Visit us anytime in the Community if you have other concerns. Have a nice day! 

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