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How to View a Client's History*


One of the quickest ways to find invoice, payment, or event information is to use the Client History.  Client History allows you to view the events, invoices, payments, and payment due for a specific client.  You can narrow down the search window by utilizing the built-in date filtering.  This tutorial explains how to view a client's history.

How to View a Client's History

  1. Go to the Clients componet
  2. Click on the Clients tab
  3. Find and edit the client that you want to find the history for
  4. In the Edit Client window click on the Client History tab
  5. On the Client History tab you have a button to view Events, Invoices, Payments, and Payments Due
  6. If you do not find the item you are looking for you may need to adjust the date filter.