The Customer Transactions screen allows you to pay off your invoices and issue any credit notes that need to be issued to your account customers.

To access this screen:

1. Click on the Job Processor dropdown menu.
   
   

Filtering

To filter the transactions table:

1. Configure your filter panel options on the right-hand side.
   
2. Then click Search.

The transactions table will then be populated based on your filter criteria. 

Actions

The following actions can be used:

• Issue Credit Note: Click to create a full or partial credit note for a customer invoice. 
• Credit: Click to credit a customer if there was an issue with the invoice amount.
• Debit: Click to increase the amount owed on an invoice. 
• Pay Invoice: Click to pay off an invoice.
• Sage Export: Click to create a Sage export of the invoice.
• Download: Click to download an invoice statement.
• View Payment Transactions: Click to view any payment transactions that have been made.