Viewing Financial History Details

By default, all financial history records are displayed in the Financial History list on the Billing tab. You can use the filter fields above the list to narrow the results to the type of record or to a specific date range. For example, you can filter by:

  • All Activity
  • Bills
  • Payments
  • Adjustments

To view details about a record, click on the hyperlink in the Transaction Type column.

View Financial History Details

To view financial history details:

  1. On the Customer Dashboard, select the Billing tab. Search for and locate a financial history record in the Financial History section.
  2. To locate a specific record, you can use the following filters:
    • All Activity
    • Bills
    • Payments
    • Adjustments
    • Date Range: By default, the financial history date range is set to "All time" and includes all financial history. To specify a custom date range, click on the Calendar, click Select Custom Date, enter your date range and then click Submit.
  3. The system updates to records in the list to reflect your filter selections.
  4. Click on the hyperlink in the Transaction Type column.
  5. The system displays one of the following drawers on the right side of the screen, depending on the transaction type of the selected record:
    • Payment drawer
    • Adjustment drawer
    • Bill drawer
  6. To close the drawer, click the X at the top.
  7. Continue on to one of the next topics to understand the detailed information in the drawers.

Parent topic: Using the Billing Tab