Transactions

1. From the ‘Billing’ section (left navigation bar) 

2. Click on ‘Transactions’ 

3. You can search for a specific transaction either by name, through a specific contact, source, account, or date.

4. By clicking on the ellipsis button next to the payment, you are able to refund all or part of a payment, download a PDF or send a receipt.

1. Click on ‘Payment’ to see the transaction associated with the payment

2. Through the transaction details, you can send a receipt or download a pdf

Or to view the transaction of a specific invoice… 

1. From the ‘Billing’ section (left navigation bar) 

2. Search and click on the desired invoice

3. Click on ‘Transactions’ to see all transactions associated with that invoice 

You may also view the invoice transactions through the ‘Contacts’ section by clicking on the desired contact, then the ‘Invoices’, then the desired invoice, then the ‘Transactions’ tab. 

Or

You may also view the transactions from the ‘Reports’ section (left side) by clicking on ‘Transactions’