Account Overview

Account Overview

Once you have searched for and selected a Customer, you have the option to view their Account Overview. To do this click the top half of the [Account] button.

An image that has been annotated to show the Account button.

This will open the Customer’s Account Overview page where you can view all their past transactions.

An image showing the Account Overview.


By clicking on a transaction (shown in Blue), you can see the details of that transaction such as the Branch and Till a payment was processed at and the Consultant who raised and invoice.

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