--- title: "How to view customer history and add notes in Helcim" slug: "view-customer-history-notes" description: "Learn how to access and review a customer's transaction history, past invoices, subscriptions, and internal notes within their Helcim profile." updated: 2025-09-18T20:34:51Z published: 2025-09-18T20:34:51Z canonical: "learn.helcim.com/view-customer-history-notes" --- > ## Documentation Index > Fetch the complete documentation index at: https://learn.helcim.com/llms.txt > Use this file to discover all available pages before exploring further. # View customer history and notes A customer's profile in Helcim is more than just their contact information; it's a record of your interactions and history with them. Understanding their past purchases, invoices, or subscription status can provide valuable context for customer support or future sales. You can also add internal notes for your team. This article shows you where to find all this information. --- **In this article** - [Accessing customer history and notes](/v1/docs/view-customer-history-notes#accessing-customer-history-and-notes) - [Viewing transaction history](/v1/docs/view-customer-history-notes#viewing-transaction-history) - [Viewing invoice history](/v1/docs/view-customer-history-notes#viewing-invoice-history) - [Viewing subscriptions](/v1/docs/view-customer-history-notes#viewing-subscriptions) - [Adding and deleting notes](/v1/docs/view-customer-history-notes#adding-and-deleting-notes) - [Viewing customer logs](/v1/docs/view-customer-history-notes#viewing-customer-logs) - [Next steps](/v1/docs/view-customer-history-notes#next-steps) - [FAQs](/v1/docs/view-customer-history-notes#faqs) --- ## Accessing customer history and notes --- All history and note options are conveniently located within the individual customer's profile. 1. Open the **All Tools** menu, and then select **Customers**. 2. Find and click on the customer whose history you want to view. 3. On the customer's profile page, look at the menu on the left-hand side. You'll find links for different history views and notes there. ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/access-customer-history.png) ## Viewing transaction history --- Want to see payments processed for this customer? - Click **View transaction history** in the left menu. - This screen lists all completed transactions (sales, refunds, etc.) linked to this customer profile. If no transactions have been processed, it will display "No Data Available". ## Viewing invoice history --- Need to check on past invoices sent to this customer? - Click **View invoice history** in the left menu. - This shows a list of invoices associated with the customer, including details like the invoice number, date, amount, and status (e.g. Due, Paid, Overdue). ## Viewing subscriptions --- Is this customer enrolled in any recurring billing plans? - Click **View subscriptions** in the left menu. - If the customer is assigned to any subscription plans, the details of those plans (like the plan name, amount, frequency, and status) will be listed here. ## Adding and deleting notes --- Need to leave an internal reminder or note about a customer interaction for yourself or your team? 1. Click **Notes** in the left menu of the customer's profile. 2. Type your note into the text box provided. 3. Click the **Add** button in the top right corner of the text box area. 4. Your note, along with a timestamp and user attribution, will appear in a list below. To remove a note: 1. Find the note you wish to delete in the list. 2. Click the **Trash can** icon on the right side of that note entry. 3. Confirm by clicking **Yes**. | ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/chat.png) | **Important:** Notes added here are for internal use only. They are never visible to the customer, even if they use the [Customer Portal](/v1/docs/using-customer-portal). | | --- | --- | ## ## Next steps --- - Learn how to process a payment [using saved customer details](https://learn.helcim.com/docs/taking-a-payment-with-the-virtual-terminal#attaching-a-customer-or-invoice). - Go back to the main overview: [Managing your customers in Helcim](https://www.google.com/search?q=link-placeholder) --- ### FAQs **Can my customers see the notes I add?** No, definitely not. Notes added within the customer profile are strictly internal for you and your team. Customers cannot see them via the [Customer Portal](/v1/docs/using-customer-portal) or any other means. **What's the difference between transaction history and invoice history?** **Transaction history** shows actual payment attempts and completed payments (money moving). **Invoice history** shows the billing documents (invoices) you've created and sent to the customer, along with their payment status (Due, Paid, Overdue, etc.). An invoice might appear in the invoice history before a corresponding payment appears in the transaction history.