Help /
Customer Transactions
Customer Transactions
View all transactions for a specific customer including invoices, credit notes, payments, and their allocation status.
Filters
- Customer - Select which customer to view
- Date Range - Filter by transaction date
- Transaction Type - Filter by type (Invoice, Credit Note, Payment)
Transaction List
Each transaction shows:
- Type and Number - Transaction reference
- Date - Transaction date
- Total - Transaction amount
- Allocated - Amount matched to other transactions
- Outstanding - Remaining unallocated amount
- Actions: View, Print, Allocate, Credit