Chapter 16

Customer Transactions

Finance → Customer Transactions is the central ledger of every deposit, payment, credit sale, refund, and adjustment across all customers (excluding the default walk-in customer), for your branch. Deposits themselves are recorded from the customer's own page (see Chapter 6).

Filter by Search (customer/phone/notes), Customer, Type (Deposit / Payment / Sale (Credit) / Refund / Adjustment / Opening debt), and a date range, then click “Filter.” “📤 Export Transactions” exports whatever is currently filtered.