---
title: "Viewing a Transaction"
slug: "viewing-a-transaction"
updated: 2026-08-10T20:17:36Z
published: 2026-08-10T20:17:36Z
canonical: "help.idibilling.com/viewing-a-transaction"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Viewing a Transaction

**View Transaction** opens the Transaction Detail for Receipt [name/number] window displaying information about the Sales Request and its associated Order.

**(Show picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/73605.jpg?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A10Z&se=2026-11-14T11%3A58%3A10Z&sr=c&sp=r&sig=jiIpv%2BAg2K7Q3jkwTFUI%2F2wTSjHIsinbFqHPC7UrRC0%3D)

The Transaction tab (main window) contains the following fields:

**Transaction Information**

**Transaction Date** is the date the Sales Request was created.

**Transaction Type** is the kind of transaction being displayed, such as Sales Request or Return Request.

**Associate / SC** is the sales person or group name or the sales code.

**Status** is the current status of the Sales Request.

**Order Information**

**Order ID** is CostGuard's unique identifier of the order associated with the sales request.

**Order Type** is the kind of order associated with the sales request, such as POS New Order.

**Order State** is the stage the order has reached in its execution plan, such as Stopped.

**Order Status** is the current status of the order, such as Submitted or Completed.

**Customer Information**

**Account Number** is the customer's CostGuard identifying number.

**Customer Name** is the first and last names of the primary customer contact.

**Receipt Email**

Receipt Email is the email address where this customer receives receipts.

**View Network Receipt**

Click to view the customer's saved receipt in a new window.

**Print Receipt**

Click to print a copy of the customer's saved receipt.

The Total/Tender tab contains the following fields:

**(Show picture)**

![Transaction detail - total-tender tab fields](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/73617.jpg?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A10Z&se=2026-11-14T11%3A58%3A10Z&sr=c&sp=r&sig=jiIpv%2BAg2K7Q3jkwTFUI%2F2wTSjHIsinbFqHPC7UrRC0%3D)

**Sub Total**

Sub Total is the amount to be tendered, excluding taxes.

**Total Tax**

Total Tax is the sum of all taxes and surcharges.

**Total**

Total is the sum of the Sub Total and Total Tax.

**Estimated MRC**

Estimated MRC is the approximate monthly recurring charge the customer can expect.

**Tax Information**

**Tax** is the name of the tax.

**Tax Amount** is the amount of tax paid by the customer.

If you check the **Show Use Tax** check box, taxes on Free and Discounted Equipment are also displayed. These taxes are not billed to the customer, but must be reported.

**Tender Information**

**Tender Type** is the kind of payment received from the customer, such as credit card or cash.

**Tender Amount** is the total payment received from the customer.

> [!NOTE]
> Note:
> 
> The View Network Receipt and Print Receipt buttons are also available from this tab.