Transaction Details

After clicking on a transaction number, the form will display the details to the transaction.

You can export to Excel or print the transaction details.

• 1

  Transaction detail information

  

  This section shows you the total information for the transaction.

• 2

  Details interface

  

  This section of the form provides you with line item detail from left to right...

  • Invoice Number
  • Invoice Date
  • Notes
  • Status
  • Invoice Amount
  • Amount Paid

• 3

  Export to Excel

  

  Click the "Export to Excel" button to export the data to a Microsoft Excel spreadsheet.

• 4

  Print

  

  Click the print button to print out the detail transaction information.