View Transaction

The View Transaction page provides a comprehensive overview of transaction types and details, enabling you to track and manage financial activities effectively.

Transaction Types

• Invoice: Represents charges billed to a customer.

• Payment: Records payments made by the customer.

• CreditNote: Issued for refunds or adjustments, reducing the customer's account balance.

• Journal: Records financial transactions, such as adjustments or internal transfers.

Details Displayed

On the View Transaction page, you can see key information for each transaction, including:

• Document Date: The date of the transaction.

• Document Number: A unique identifier for the transaction.

• Account Name: The name of the customer associated with the transaction.

• Transaction Type: Specifies whether the transaction is an Invoice, Payment, CreditNote, or Journal.

• Credit: The amount credited to the account.

• Debit: The amount debited from the account.

Steps to View Transactions

Navigate to Account > View Transaction

• You can filter and search transactions by date range, account name, or transaction type (Invoice, Payment, CreditNote, or Journal).

This page helps you keep track of all transactions, allowing you to manage account balances and financial records with ease.