View the Client's Account History

Modified on Fri, 23 Sep, 2022 at 8:32 AM

The Account History is a date-ordered list of all financial activity on a client's account. It is a useful tool for tracing their financial activity.

The list is in reverse chronological order and includes all:

Tip: The Account History is helpful when there is a question on the account. It helps you review the timeline of financial transactions to resolve the issue. You can download the full Account History in a CSV file.

How Do I View All Account History on a Client's Account?

Navigation: Clients > access a Client Account > Account History

  • To view more details, click on the word quote, invoice or payment.
  • Click a page number to view older data. The current page is shaded blue.
View a client's full account history in dog walking software

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