To add a Transaction to an Account such as an Invoice, Payment, or Credit, use the following steps:
- Go to CRM > Accounts.
- Click the name of an Account to open the Review Account overlay.
- Under the Actions menu, click Add Transaction.
- Select a Transaction Type. This will open the applicable overlay.
- 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.