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Working with Invoices from the Balances Tab

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The Posted Transactions list provides a complete history of the customer's invoices. From this view you can:

  • Open an invoice - right-click on the invoice and select View Invoice.

  • See how payments and adjustments are allocated on a selected invoice - right-click on the invoice and select View Settlement. See Viewing Settlements.

  • View charges on an invoice by Invoice Category - right-click on the invoice and select View Charges by Invoice Category. See Viewing Charges by Invoice Category.