If you want to review a customer’s invoice history you can easily do so in the Customer Account window.
- To access the Customer Account window, find the customer in either the Data Entry or POS window and click the Invoice & Payments button.
- Click the Invoices tab.
- Click the Invoice History Report button.
- This will create a list of the customer’s transactions and invoice history. You can now print, email, open the report in Word or Excel, or save it as a HTML or CSV file.
- Click Close to finish.