View all transactions for a customer

To see all the transactions for a customer, click the customer name to open the customer record. From there you can:

Click a transaction to open the form for that transaction.
Filter the list to show only certain transaction types or dates by clicking the Filter button.
Sort the list in ascending or descending order by clicking column headers.
Take action on individual transactions without opening the form. Select a transaction and click the dropdown arrow at the end of its row. Most actions for most transactions have to do with printing or sending.
Or, you can select a group of transactions and perform batch actions (like printing or sending) by clicking the Batch actions button.