Customer Transactions List

Customer Transactions List

To be able to see a list of Customer's transactions;
  1. Go to Data > Customers
  2. Click on Customer Name, then choose Account in left menu
    1. With Current checked , click on Account beside Statement button to create open transaction file
    2. With Current unchecked , click on Account beside Statement button to create all transaction file
  3. An excel file should be available in your downloads
Interactive Demo: Customer Transaction List