How do I view customer or supplier transaction history?

Summary

Occasionally you may want to view transaction history for a customer or supplier. The following article explains how to do this.

More Information

In the following example, customer transaction history will be used.

Go to "Sales Ledger" -> "Customer History".

• At "Customer:", type in the customer's account code if known, or search for a customer.
• At "Document:", type in the document number to view if required, or just press <F2> to view all history.

From here you can also re-view and re-print invoices, and also check document details by pressing <Shift+F2>.

See Also

• How do I Reprint an Invoice in Platinum?
• How do I Produce a Text Invoice in Platinum?
• Selling Parts over the Counter
• How do I Reprint an Invoice in Platinum?

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Keywords AND Misspellings

customer, supplier, history, document, transaction