Payments

Hi Sherry7,

I have great news for you. You can open the transaction history of your invoice to view the credit memo applied to it. Let me guide you how.

1. Click Customers, then Customer Center.
2. Click the customer name, the click the invoice in the Transactions tab.
3. Click the Reports tab at the top of your invoice.
4. Click Transactions History.
5. You'll see the credit details under Payments, deposits of payment line items, credits, and discounts section.

Please see attached screenshot below.

I've added our page about income and expenses for help articles of your future tasks.

Let me know if there's anything else you need help with. I'm a post away.