Review customer payment history
Review receivable and payable changes and payment records for each customer or supplier.
In this guide
- Open customer details
- Review the account history
- Open a related transaction
1. Open customer details
Open the customer or supplier you want to review. Tap the receivable or payable balance, or choose the account history action.
2. Review the account history
The account history lists balances created by sales or purchases and reductions from recorded payments in date order. Review the total receivable and payable at the top.