Mar 20, 2023
Transaction History for an individual contact may be viewed and managed in the Billing History section of the contacts Billing tab. From this tab, you will be able to accept cash/check/credit card payments, create write-offs, download or email invoices. By default (for system performance reasons) only the last 18 months of transactions will be displayed. Clear 'Show last 18 months True' then click Customize Results if you wish to see additional transactions.