Transaction History
- Kelli Higdon
At anytime you can view your current Transaction history of all orders, invoices, credit notes and payments and download a PDF version of the statement.
In the top right menu bar click on Transaction History
You will now see all Orders, Invoices, Credit Notes and Payments within the last 30 days. You can change the start and end date to be a different range.
You can change the start and end date to be a different range and pressing Apply Filters
You can also download the Transaction Report as PDF for saving and printing by pressing the Download PDF button
If you would like to include a PDF copy of each Order and Invoice you can check the box that says Include Attached Invoices and Orders and a PDF copy of each invoice will be including in the PDF download of the Statement.
You can click on the Invoice, Order or Credit Note number to have a copy of the transaction be opened in a new tab that you can view and/or print.
At the bottom of the Transaction Report are 3 totals
Total - Is the Total due of all unpaid invoices
Credit Limit - Is the Credit Limit amount that you have been approved and setup with in Sangoma.
Credit Available - Is the Credit Limit amount minus the Total due and also minus any open orders that have not invoices yet. You can see a list of open orders by following this wiki Sales-Open Order Report By Item
