View Transactions

Transactions on the account include activity such as payments and late fees.

From the Account page, click the Transactions tab.

A transaction history lists date, balance, amount collected, adjustment amount, description and more. From here you can display more details and send receipts to the customer.

Options include:

• Click Show All Detail.

Details list under each transaction record.

• Click Hide All Detail to collapse the transaction details.
• Click a specific transaction to list details for an individual transaction.
• Click View GL to view the journal transaction.

• Click Receipt to print a receipt of the transaction.

• Click Email Receipt to email a receipt.