Finding a Payment or Refund

From the Client Record #

1. Open the client record and click the Summary
   tab. See also: Finding a Client

2. Find the payment or refund in the Transaction
   History section and double-click
   on it to open the payment or refund.

From the Invoices Hub #

1. From the Invoices
   hub, find the invoice for this payment or refund. See also: Finding an Invoice

2. When you have located the correct invoice, double-click
   to open it.

3. From the open invoice, click on the Order
   Detail tab.

4. From the Payments
   and Refunds
   section (located in the lower-left corner) double-click on the payment
   or refund to open it.

Note:
Customer deposits will only appear on the Summary
tab of the client record and not on the invoice record until they are
applied. See Customer Deposits for more information.