Open topic with navigation

netFORUM Pro Modules > Accounting > Payments > Viewing a History of Transactions (Confirmation Information)
More information

Closing an Accounting Batch that Contains a Money Order or Purchase Order

Recording a Check Payment for a Purchase Order or Money Order

Using Money Order as a Payment Method

Using Purchase Order as a Payment Method

Using Manual Credit Card as a Payment Method

Viewing a History of Transactions

To search for an Order, Invoice, or Payment Confirmation:

  1. Click the Accounting hyperlink on the Module Menu to launch the Accounting module.
  2. Click Find Orders/Invoices via Confirmation # on the Accounting overview page.

  1. On the Find - Confirmation page, enter the search criteria for the payment(s) you are looking for.

  1. Click the Go button.

    2. This will return a list of orders matching your search criteria.

  1. Click the GoTo icon next to  the Confirmation Number for the order you wish to view..

    2. This will open the Confirmation Profile for the selected order.

  1. Expand the Detail child form. The Detail child form displays line items for the Invoice, Order, and Payment.

    2. Clicking the GoTo icon next to a line item will take you to that object's profile page.

  1. Click the GoTo icon next to the Payment line item. This will open the Payment Profile for the confirmation number chosen earlier.
  2. Expand the Payment Invoice & Transaction Details child form.

The Payment Invoice & Transaction Details child form displays a transaction history for a specific payment.