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.