Customer Properties: Transactions

The Transactions screen shows a detailed list of all of the financial transactions that have occurred for this customer.

• You can choose a time period by using the date selector at the top of the grid.
• Use the sort buttons in each column header to sort by that column.
• The Invoice(s) column links to the invoice(s) that are associated with the particular transaction.
• To see the details of any transaction, click the Details button at the right of the row.
• You can also download the contents of the grid by clicking Download to CSV.