Difference between revisions of "How do I view customer or supplier transaction history?"
From Catalyst
m |
Katy Kitchen (talk | contribs) |
||
(13 intermediate revisions by 5 users not shown) | |||
Line 5: | Line 5: | ||
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 | + | * 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 == | ||
+ | * [[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, reprint, edit, adjust, view}} | ||
+ | {{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?