Customer Invoice Search

Jean_10862158 Member Posts: 49

I have tried to find where to search for a customer's transaction history with balances, best I can find is Reports centre - customers- entering reporting period - selecting "Selected customers" and then Refresh. But then when I want to see the detail of one or more invoices, I can't drill down from this list.

Is there a better way?

Best Answer

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,678 Community Manager Community Manager
    Answer ✓

    Hi Jean,

    I've uploaded a quick screen recording I just made below, is this what you're looking to do? (Click the recording to expand it to a larger view)

    If so, you can click to the invoice from the report by clicking the item type eg. 'Invoice', 'Receipt' etc.

    ℹ️ Stay up to date with important news & announcements for your Reckon software! Click HERE for more info.