to look at the history of a transaction means to look at all the other events and transactions that
have affected the original transaction that you're looking at you can see all related transactions
from the transaction history window in our case we're dealing with invoices all invoices have a
history you can see all the payments that have been applied to that invoice as well as any
credits which we will learn about in a future video being able to see the history helps you
understand more about the transaction that you're looking at we will use two examples from our open
invoice report take a look at the January fifth invoice number 54 Alan it looks now like the
balance remaining unpaid for invoice number 5 is a thousand dollars let's double-click and open up
that invoice when we open up the invoice we see that the invoice was originally 3,900 however
right now the balance due for invoice number five is only a thousand there's a small summary in the
bottom right that tells you the total payments that have been applied however if you want to
know how many payments they were and the dates of those payments you can do this click in the
ribbon the reports tab in the reports tab on the left side of the ribbon there's a command
transaction history when I click the transaction history from the top of invoice number five I get
the transaction history window specifically for this invoice it tells you a summary of the invoice
on the top of the window and in the bottom panel it tells you all of the payments or credits that
have been applied to this invoice so we know it was 3,900 when it started we know it's only a
thousand now that's because the tooth out 900 of payments are listed here one by one look you can
see the invoice was created January fifth and the first payment that you applied was January
21 which lowered the balance of this invoice to 2900 then we received another payment from
Alan on january fifth that was applied to this invoice it decreased the invoice by 900 making
the balance 2,000 you'll have to scroll down a little to see the remaining payment there was
one more payment that was applied to this invoice on january 29th for a thousand dollars and that
brought the invoice balance down to a thousand dollars so all three payments that were applied
to this invoice are here you just have to scroll up and down to see them you can also open up the
payment and see more detail and see if there were any other invoices that were applied that payment
for example if I click the january twenty fifth and i click go to i can actually see the january
25th transaction I can see the check number and I can see if other invoices had this check applied
to it by looking at the actual payment let's close it out go back to history what else do
we want to look at let's scroll down let's take a look at the January 29th payment click on it
then click go to and I can see the January 29th payment was checked number 61 59 from
Alan and I can see it how it was applied and if there are other check marks meaning other
invoices that this check was also applied to there are several invoices in your file that
have a history closed everything out and let's take a look at candy invoice number 34 candy
definitely has some payment history the amount that Jew is only seven hundred sixty dollars
if we double-click invoice number three we can see originally it was 3,300 there were a total
of two thousand five hundred forty dollars of payment supplied and that's why the balance
of this invoice is 760 dollars to open the history of invoice number three click the
reports tab in the ribbon then go to the left of the ribbon and click transaction history now we
can see the payments that were applied we can see that the first payment applied was january
thirtieth decreasing this invoice by 300 so on january thirtieth the balance of this invoice
was 3,000 then we can see februari 6 we recorded another payment from alan excuse me from candy
that decreased this invoice by two thousand two hundred forty dollars and the balance went down
to 760 now we can click on this payment and click go to and open it up we can see that this payment
was only 300 and only applied to this one but using this tool the transaction history tool you
can see the specific payments that were applied to this specific invoice being able to open them
up will help you reapply a payment if a payment is misapplied or applied to the wrong invoice