Difference between revisions of "How do I view customer or supplier transaction history?"
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In the following example, customer transaction history will be used. | In the following example, customer transaction history will be used. | ||
| − | Go to | + | Go to {{Menu|{{SL}}|Customer History}}. |
* At {{DataPrompt|Customer:}}, type in the customer's account code if known, or [[How do I Find a Customer?|search]] for a customer. | * At {{DataPrompt|Customer:}}, type in the customer's account code if known, or [[How do I Find a Customer?|search]] for a customer. | ||
* At {{DataPrompt|Document:}}, type in the document number to view if required, or just press {{KeyPress|F2}} to view all history. | * At {{DataPrompt|Document:}}, type in the document number to view if required, or just press {{KeyPress|F2}} to view all history. | ||
Revision as of 11:50, 1 October 2013
Summary
Occasionally you may want to view transaction history for a customer or supplier. The following article explains how to do this.
More Information
In the following example, customer transaction history will be used.
Go to " Sales Ledger Customer History".
- At "Customer:", type in the customer's account code if known, or search for a customer.
- At "Document:", type in the document number to view if required, or just press <F2> to view all history.
From here you can also re-view and re-print invoices, and also check document details by pressing <Shift+F2>.
See Also
- How do I Reprint an Invoice in Platinum?
- How do I Produce a Text Invoice in Platinum?
- Selling Parts over the Counter
- How do I Reprint an Invoice in Platinum?
