Transactions

Looking at a Transaction

Click on any column for a Transaction and the "Transaction Information" option is shown. You can use this to look at the history for a Transaction - Dates, Nominal posting details, Payments, Discounts etc. You can also Reprint Invoices and Credit Notes.

Updating information for a Transaction

You can add information to Transactions. Notes on conversations with those you own money to or owe you money can be added to each Transaction. Select the Transaction by clicking on it and use the "Transaction Information " option to add comments or notes.

Information provided

Date

Invoice number

Reference - For an Invoice the Order number, for a Credit the Invoice to Credit

Type - Invoice, Credit

Value

Currency

Outstanding value

Net value (excluding Sales Tax)

Payments

Discount