Sales Transactions
The Transactions tab is the financial ledger for one customer — every order, delivery, invoice, credit note and payment between you and them, in one place. It is where you verify an outstanding balance rather than inferring it.
Where to find it
Open a customer from the Customers List and select the Transactions tab.
Field Definitions for the Transactions List
| Column | Description |
|---|---|
| Type | What the document is — sales order, delivery, invoice, credit note or payment. |
| Reference | The document reference. Click through to the transaction itself. |
| Date | When it was raised. |
| Due Date | When payment falls due, on invoices. |
| Branch | Which location it belongs to. |
| Amount | The document total. |
| Balance | What remains outstanding on it. |
| Status | Paid, partially paid, overdue and so on. |
Analyzing Customer Financials
Read the tab as a lifecycle rather than a list. An order with no delivery is unfulfilled; a delivery with no invoice is unbilled; an invoice with a balance is unpaid. Each gap points at a different team.
A customer's balance is the sum of the Balance column, not the Amount column. An invoice fully settled by a payment or credit note still shows its original amount — only the balance falls to zero.
Related pages
- Customer View — the account record
- Invoices — the same data across all customers
- Customer Payment — settling what is owed
- Allocations — applying payments to invoices