The Transactions screen shows a detailed list of all of the financial transactions that have occurred for this customer.
- On the Customer Overview page, in the Financials section, click Transactions.
- On the Transactions page, you can do the following:
- 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.