Good Evening, @R-S29.
It's great to see a new face here in the Community. I hope your day is going well.
The best report to run and review this information from is a Transaction Detail list. From the list, you can customize it to show credit card purchases and charges divided by customer/job. No worries. I can walk you through the simple process.
- Go to the Reports menu.
- Hover over Custom.
- Pick the Transaction Detail report.
4. Click the Customize Report button.
5. Cruise on over to the Filters tab.
6. From there, you'll choose these filters/options below to make your report include your specific requests.
7. After you're done, tap OK to run the list.
It's that easy. For future reference, you can always check out this article about customizing reports.
You should be able to review the needed information from this report that's been provided. If you're still running into trouble, don't hesitate to ask. The Community is always here to have your back. Wishing you and your business continued success!
