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Client Transaction History
Client Transaction History
Jeff Hanrahan avatar
Written by Jeff Hanrahan
Updated over a week ago

The Transaction History shows details about a client’s previous transactions. You can search using any information listed about each transaction by clicking on the heading at the top and entering your search term. By default, all transactions are displayed. Use the dropdown menu to filter by only open, closed, or voided transactions. Choose Show Image to show or hide previews of each item, and choose Export to download an Excel spreadsheet of the client’s transactions.

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