Transaction History View

Use the Transaction History View function to retrieve and analyze summarized invoice and payment information. If you use multicurrency, invoices are available only in the original transaction currency. The quantity values reflect the transaction type.

Note: If you use Design Studio to replace any view definitions, you will not see the quantity value transaction type feature on the customized view unless you use Design Studio to change them.

Enter any filter criteria into the Data Filter, then click Apply Filter to view the results.

To view details on a customer, click on the blue Customer ID, Invoice No, or Transaction ID and you will be taken to the detail setup view screen for that customer or transaction.

Use the Print button to print an invoice from history.