Transactions
This tab shows the Accounts Transactions for the current Customer.
This feature can be unavailable for some accounts system, If so you will be presented with the following message → “This feature is unavailable for the accounts system you have configured.”
You will need to click the “Get Accounts Data” button at the bottom of the screen to get the latest transactions from the Account Software. Till then the Transaction tab screen will be blank.
Below is an example of the Transaction tab screen after clicking the “Get Accounts Data” button. You are provided with a checkbox, when ticked it will display all the transactions.
If you clicked the ‘View’ button provided with each transaction line, it will open the Sales Order Invoice of that transaction. From there you can print and email the invoice.
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