Account Overview

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• Once you have Searched for and selected a Customer, you have the option to view their [Account Overview].


Account Overview 1.png


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


Account Overview 2.png

• 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.


<< Back to Customer Overview