Transaction History Information
You can view a detailed history of both charge and payment transactions for the selected customer. You can view Accounts Receivable payments, Order Entry/Point of Sale invoice charges, and Point of Sale account payments. You can also choose to view only sales transaction history for this customer.
If you want to display a detailed history of charge, payment, or both types of transactions, select the Tran History tab in the AR Customers window. Use the Charges, Payments, and Both buttons at the bottom of the window to specify the type(s) of information you want to see.
You can use the Search field at the top of the tab to find a specific transaction based on any of the column headings. You can click the heading at the top of any column to sort the information or double-click an item in the grid to drill down to a specific transaction.
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You can select the OE/POS History button in the AR Customers window to view the sales transaction history for the selected customer. This changes the grid in the window to show the customer’s sales history information. You can double-click on an item or highlight it and press ENTER to drill down to a specific transaction in this grid.
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Published date: 12/31/2020