View Member's Transaction History
Transaction History displays all invoices, payments, credits, and sales receipts from integrated Billing. New invoices, sales receipts, payments, and credits may be created here by those with Administrator or Finance permissions.
- Select the Members module on the left-hand menu.
- Select the Account tab for the appropriate member.
- In the Transaction History section will display the transactions for the past year by default.
- Transaction History can be filtered to a specific transaction type using the dropdown menu.
- Select Don't filter dates to display all transactions for the member, regardless of date.
