Viewing the Customer History (6419)
You can keep track of a customer's transactions with your business by clicking the Customer History tab in the Customer Card. The History list displays all of the customer's transactions, as well as the current balance. Double-clicking on a transaction in the list (or clicking the button) opens the appropriate record.
The list displays a number of different items of information about each transaction:
The date and transaction type (invoice or payment).
The transaction number. This can be an invoice number or a payment reference number such as a credit card authorization or check number.
The age of the invoice. This is the number of days since an invoice with an unpaid balance was generated.
The sales amount of each transaction.
The open amount for each transaction. For invoices, this is the unpaid balance due. For payments, an open amount means that a payment has not been fully applied to invoices.