Account Management/Customer Screen/Transactions
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Revision as of 13:52, 20 February 2017 by Scarpenter (talk) (Created page with "{{DISPLAYTITLE:Customer Transactions}} = 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...")
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
- Click on the ID of a customer to open the customer record.
- Click the Transactions tab to open the customer's package subscription.
Users can also view the ledger journal for all customers under Finance > Accounts Receivable > Transactions