From the Client Record

1. Open the client record and click the Summary tab. See also: Finding a Client

2. Find the payment or refund in the Transaction History section and double-click on it to open the payment or refund.

From the Invoices Hub

1. From the Invoices hub, find the invoice for this payment or refund. See also: Finding an Invoice

2. When you have located the correct invoice, double-click to open it.

3. From the open invoice, click on the Order Detail tab.

4. From the Payments and Refunds section (located in the lower-left corner) double-click on the payment or refund to open it.

Note: Customer deposits will only appear on the Summary tab of the client record and not on the invoice record until they are applied. See Customer Deposits for more information.