View a customer's transaction history in the Customer Ledger.
- Use any of these paths to navigate to the Customer Ledger:
- Accounting > Accounts Receivable > Customer Ledger.
- File > Vendor > Customer, then click the Ledger tab.
- Click the Customer Ledger icon.
- Search for the customer.
- Click the Transactions tab.
- Choose a From Date to define how long a time frame to be viewed.
- In the Transactions table, click the + next to a transaction to view the transaction invoices.
- To view details about an invoice, click the invoice link.