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 Account overlay.
  3. Under the Actions menu, click Add Transaction

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

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  5. Click Save when you are finished creating the Transaction. 
Note: At this time, you cannot adjust an Account's balance in V3. You'll need to access the V2 Client screen to Adjust the Balance.

 

 

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