A customer account gives a summary of all transactions for a customer. It lists all paid and unpaid invoices, and credit notes and shows the updated account balance. It also shows the account balance over periods of 30, 60, 90, 120 and 180 days. You can also move to an individual transaction from the customer account page.

1. Log in and select the required business.

2. The Customers page appears. Click the 'dropdown' icon for the corresponding customer record and, from the inline menu, click Account.

3. The account by default shows all outstanding transactions.

4. To view the paid invoice records, select Show All Transactions. To view the invoices or receipts, click the link.

To view your plan subscription details, on the top of the page, click on the 'My Subscription' button.