V3 Add a Transaction to an Account

To add a Transaction to an Account such as an Invoice, Payment, or Credit, use the following steps:

  1. Go to CRM > Accounts
  2. Click the name of an Account to open the Review overlay.
  3. Click Add Transaction

  4. Select a Transaction Type. This will open the applicable overlay.

  5. Click Save when you are finished creating the Transaction. 

Please note that an Adjust Balance transaction cannot currently be done in V3. You will need to access the old Client account screen to perform this action.



Was this article helpful?
0 out of 0 found this helpful

Still looking for your answer? How Can We Help?