Transactions

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

2. Click on ‘Transactions’ tab

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 download a PDF to send as 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 side) 

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 ‘Matter’ and ‘Contact’ sections. Just click on the desired invoice and then click on the ‘Transactions’ tab

Or

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