View Transactions from a Customer Record

In order to view transactional history such as Sales Orders, Invoices, Quotes etc, on Customer records you will need to add the Lists > Financial History permission to the users role.

Please view the following article on how to add a permission to a role: Managing Roles

Then when viewing a Customer record, goto Sales > Transactions subtab to see the Customers financial history. 

Tip: Under the Transactions sublist, you can use the Type filter, to display specific transaction types, such as Invoice.


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