History Tab

Navigation: From the Main Menu click Customer Entry then select the History Tab.

The history tab shows the entire history for a customer, including workorders, invoices, payments, finance charges, appointments etc. For multi-store customers you can also see at what store the transaction for a customer took place and can sort by store by using the yellow store box column.

Preview

This button will allow you to preview and/or print the selected transaction.

Void Payment

Press this to void the currently selected payment. If the day has not been posted, the payment will be deleted. If the day has already been posted, a negative payment will be created to cancel the selected one out.

Show All

Unless this checkbox is selected, only the first 100 transactions will be shown.