Customers Billing History Tab

The Billing History tab of a customer record contains a list of all of the customer’s invoices, payments, and adjustments.

Double-clicking on an invoice will display the Invoice Editor. See the Viewing an Invoice section for more.

To edit a transaction - a miscellaneous payment or adjustment - double-click it to open the appropriate tab of the Transaction dialog box. See the Transaction Overview section for details. If you would like to view applied payments (payments that are already applied to invoices), select the filter's Display Applied Payments/Adjustments check box.

Any number appearing in parenthesis - (#) - is a negative number (a credit).

Tip!

Tip:
By default, the filter is set to display the last 90 days of information. To change this setting, click the Filter button and adjust the filter settings.
Warning: If the customer contains a lot of billing data, the Show All Entries option may mean that the page will take some time to display all of the information. We recommend that you do not frequently use this option as ServiceCEO's performance may be severely degraded on larger databases.