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>.

If a document balance is positive e.g. an invoice which is unpaid, it will be highlighted brown whereas a negative balance, e.g. a credit or payment on account, will be highlighted green.

See also

• How do I reprint an invoice?
• How do I edit an Invoice after it has been posted?
• How do I edit a Credit after it has been posted?
• How do I edit a Payment after it has been posted?
• How do I adjust a transaction?

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Keywords AND Misspellings

customer, supplier, history, document, transaction, reprint, edit, adjust, view