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Level 1

View Payment from Invoice

Is there a way to see the payment transaction from within an invoice? Like a keystroke that will show me the payment associated with that invoice?

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Moderator

View Payment from Invoice

Hello @susandi,

 

You can see the associated payment under the Transaction tab on the left-side of your invoice.

  1. Go to Customers.
  2. Select Customer Center.
  3. Find and open the profile of your customer.
  4. Under Transactions, select and open any of the paid invoices.
  5. Click Transaction.

I'm including this helpful article in case you wanted to start customizing your invoice template.

 

If you have any other questions, please let me know. Have a fantastic day!

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