You can view all Client Payment Transactions (cash, check, or credit card) from the Client Ledger.
- Hover over the Managers tab in the navigation bar and select Client Manager from the drop-down.
- Click on desired Client.
- Select Client Ledger from General section in the left menu.
- Filter Client Ledger as desired.
- Click Go to view transactions.
- The Client Ledger displays transaction dates, descriptions, charges, payments, and balance.