The credit card transaction history screen will break out the transactions by invoice number. Expanding the desired invoice in the tree view will display all of the transactions associated with the selected invoice. This information can be used in determining problems with any transaction, and is not useful on a day-to-day basis.  

Use menu path: Customer ribbon menu Cash Receipts drop down menu and select the CC Transactions option.

 

•Credit card transactions must remain in the system for the lifetime of an invoice so as to provide accurate history and refund ability.

•Credit card transactions are moved into history when the 'Close Period' utility is run and purged from the system when the purge 'year-to-date' utility is ran.