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Example: You need to look up when a Payment was made to a customer's Account and the Transaction ID for that payment.
How To: First bring up the Account by typing part of the customer's name in the Last Name, First Name search bar.

Once you have clicked on the correct Account, click the Payments button (located next to Account History) in the upper left-hand corner near Account:


This will bring up the Payments screen:


Here you can see the history of all Payments made under a particular Account, their Date/Time, Type (Check, CC#, etc.), Description (where/what the funds were applied to – if the Payment was Applied to a Product, Refunded to Account Balance, etc.), Amount (how much $$), and Order # and Transaction ID.

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