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. | ||
From here you can also re-view and re-print invoices, and also check document details by pressing {{KeyPress|S-F2}}. | From here you can also re-view and re-print invoices, and also check document details by pressing {{KeyPress|S-F2}}. | ||
| + | |||
| + | {{Tip|text=If a document balance is positive e.g. an invoice which is unpaid, it will be highlighted brown whereas a negative balance, e.g. a credit or payment on account, will be highlighted green.}} | ||
== See also == | == See also == | ||
| − | * [[How do I | + | * [[How do I reprint an invoice?]] |
| + | * [[What does document history show me?|Archived Transactions]] | ||
| + | * [[How do I edit an Invoice after it has been posted?]] | ||
| + | * [[How do I edit a Credit after it has been posted?]] | ||
| + | * [[How do I edit a Payment after it has been posted?]] | ||
| + | * [[How do I adjust a transaction?]] | ||
| + | * [[How do I Search for a Transaction?]] | ||
| − | {{KB_Tags|customer, supplier, history, document, transaction}} | + | {{KB_Tags|customer, supplier, history, document, transaction, reprint, edit, adjust, view}} |
| − | {{FAQ}}{{KB_PL}}{{KB_SL}} | + | {{FAQ}}{{How}}{{KB_PL}}{{KB_SL}} |
Latest revision as of 10:36, 12 September 2023
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>.
 | If a document balance is positive e.g. an invoice which is unpaid, it will be highlighted brown whereas a negative balance, e.g. a credit or payment on account, will be highlighted green. |
See also
- How do I reprint an invoice?
- Archived Transactions
- How do I edit an Invoice after it has been posted?
- How do I edit a Credit after it has been posted?
- How do I edit a Payment after it has been posted?
- How do I adjust a transaction?
- How do I Search for a Transaction?
