View customer transactions

The images and steps in this topic are based on our new design (which you can currently switch on and off). If you haven't switched the new design on, the images may look different.

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.