This screen displays the account for the current customer - or if there is no current customer, a Select button allowing you to select a customer.

Note this screen displays the completed financial transactions (ie invoices, payments, etc etc). If you need to look at invoices and payments that are in progress, then you need to use the Customers|Charges or Customers|Payments screens. See also Concepts|Accounting for background information.

The top half of this screen functions like a standard select screen. As well as by date, you can select by:
Type - this can be set to All (ie all transaction types), or one of the various transaction types (just that type)

The bottom half of the screen shows the selected transaction (in the above example a Counter Sale), as well as any line items in the transaction.

The display data will change for each transaction type. If you need help with the meaning of the fields, consult the Charges, Payments and Adjustments documentation.

The Buttons are as follows:
Adjust - this allows you to create an adjustment transaction. A confirmatuion window will open to allow you to select the transaction type.
Reverse - this will generate a transction that will reverse the effects of the selected one. A confirmation window will appear, and if you OK this, the appropriate transaction will be created. This will have its Notes field set to identify the reversed transaction - eg "Reversal of Invoice 123456".
Print - prints the selected transaction
Check - checks the customer's balance.
Note that the Check button will not be displayed unless the user is a member of the Administrator category - see Concepts|Users.

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