Use the Client History tab to view details of past interaction with the client. It shows retainers received, invoices issued, payment applied to invoices, credit memos, debit memos and other items associated with invoices and payments. The total differs from the Accounts Receivable balance by the amount of the Retainer Available (which might include overpayments). As needed, you can sort the grid list by clicking the column heading.
History tab is not accessible when you initially open the Client screen.
It is only visible in the edit mode, as only existing clients possess
history.
The following are descriptions of fields on the Client-History screen:
Rows:
The number of rows in the grid to be displayed on the page. Select the row number from the drop-down list.
Total:
The total amount received as a payment.
Client History Grid
Type:
Whether it is an invoice or a payment that is recorded.
Date:
The date when the invoice or the payment was made.
Invoice #:
For invoices this column displays the invoice number.
Project ID:
The project for which the invoice/payment was recorded.
Amount:
The amount of the invoice sent to or payment received from the client.