Difference between revisions of "How do I view customer or supplier transaction history?"
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m (Les Ward moved page How do I View Customer/Supplier Transaction History? to How do I view customer or supplier transaction history?: Lower case (except for Platinum menu options)) |
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Go to {{Menu|{{SL}}|Customer History}}. | Go to {{Menu|{{SL}}|Customer History}}. | ||
− | * At {{DataPrompt|Customer:}}, type in the customer's account code if known, or [[How do I | + | * 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 06:30, 8 January 2019
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