To view an account's history for member balance, customer credit, and/or invoice balance, follow this guide:
1. Go to 'Reports'.

2. Select 'Account Transactions'.

3. After you've selected the Date Range, Customer, and Account Type, hit 'Run'.

To view an account's history for member balance, customer credit, and/or invoice balance, follow this guide:
1. Go to 'Reports'.

2. Select 'Account Transactions'.

3. After you've selected the Date Range, Customer, and Account Type, hit 'Run'.
