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Viewing Client Transactions

To view a client’s transaction history:
  • Select the Accounting tab in the top navigation menu.
  • This automatically defaults to Clients Enquiry→Transactions by Client
  • Filter using the client’s ‘Account Number’ or ‘Name’
  • Click view-client transactions  icon to display the selected client’s transaction

transactions 1

You can now:

  • View the client’s transaction history for paid and unpaid invoices
  • Select the  ‘Detailed’ view checkbox and click Go –  to view a complete list of all past and future issued invoices including payment status
  • Further refine the ‘Detailed’ view for specific date range
  • In the ‘Detailed’ view to filter for transaction type (invoice, receipt, debit note, credit note, adjustment)
  • View the client’s account balance

transactions 2

 

 

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  • James Browning
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