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.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article