Transactions

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

2. Click on the ‘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 button next to the payment, you are able to refund all or part of a payment or send a receipt.

1. Click on ‘Payment’ in the 'Type' column 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 the ‘Transactions’ tab 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’