View Payment and Adjustment Transactions

Use the Summary of Open Items tab in the Invoices window to view payment and adjustment transactions by invoice for a customer.

Note: The data grid includes invoices for parent customers only. If you select a child customer, the Invoices program displays the parent customer number to reference.

To view payment and adjustment transactions

1. In the Invoices window, in the Navigation pane, click the customer or invoicing group for which to display invoices.

2. Click the Summary of Open Items tab.

3. To change the date range for which to display invoices, click the arrow next to the date range boxes and click a beginning and ending date.

4. In the data grid, right-click the invoice and then click View Transactions. The Open Item Transactions dialog box appears.

Tip: To select multiple sequential invoices, press and hold the Shift key and click the first and last sequential invoice. To select multiple non-sequential invoices, press and hold the Ctrl key and click each individual invoice.

5. To print the information, click Print. In the Print dialog box, modify the settings as necessary and then click Print. The information is output to the specified printer.

6. To post another transaction to the invoice, click New Transaction.

7. To close the dialog box, click Exit.

Related Topics

Transactions