Account Management/Customer Screen/Transactions

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Overview

This page provides a way for users to view the ledger journal for a customer.

To access this screen users have one of two pathways:

Nav: Customer > List

  1. Click on the ID of a customer to open the customer record.
  2. Click the Transactions tab to open the customer's package subscription.

Customer-ledger.png

Users can also view the ledger journal for all customers under Finance > Accounts Receivable > Transactions

See Also