View customer transactions

The Transactions tab shows a financial overview of the selected customer, together with quotes, invoices, statements and average times to pay.

  1. Go toSales> Customers, then select the required customer.

  2. Select the Transactions tab. All existing transactions are shown. You can filter the list by type, status or time period.

    screen shot of the customer transactions page in IRIS Kashflow

  3. From here, you can view a statement, create a quote, create an invoice, record advanced payments or delete a customer.