Skip to main content

Reviewing and Managing Financial Transactions

Corey Syrnyk

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

  1. On the Customer Overview page, in the Financials section, click Transactions.
  2. 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.
  • Click Details next to the transaction to perform additional actions like reverse charges or view credit notes.