Can we name the quotation or invoice where it appears in the summary of customer transactions?

Hello there, kbfholdings,

If you're referring to the account summary preview, it will not provide the detailed information. You can provide a customer statement instead.

Here's how:

1. On the Customers page, select the customer you want to make statements for.
2. In the Batch actions drop-down, select Create statements.
3. In the Statement Type drop-down, select the type of statement you'd like to make
4. Fill in the date fields and select Apply.
5. Select Save.

These are the type of statements you can create:

• Balance Forward
• Open Item
• Transaction Statement

If you're referring to the customer profile where you can see the transactions list, it will only display the balances for open and overdue invoices. You can run the Qoutes by Customer report instead.

You can always come back to this post if you need more help.