How do I find a client's invoice history?

When you said invoice history, do you mean all invoices created for a specific client? If so, you can find them by running an Invoice List report. This can then be filtered by customer to view their associated transactions and corresponding balances.

Here's how:

1. Go to Reports in the left menu and select Standard reports.
2. Search for the Invoice List report.
3. Click the Customize button.
4. Under Filters, set the Filter by option to Transaction Type and the Value to Invoice. Then add a second filter, setting the Filter by to Customer and choosing your specific client under Value.
5. In the Columns section, make sure Open Balance is checked to see whether the invoices are paid.
6. Select Apply changes to run your report.

However, if you're looking to track a specific invoice's activity, head over to the Invoices page instead. This allows you to see when it was opened and paid, or whether the funds have been deposited.

Let us know if you have additional concerns. We're here to help.