Skip to main content

Can I Access Receipts from the Contacts Area

Not directly. The Contacts page itself doesn't show receipts - to see a contact's documents, open an invoice, bill, or statement linked to them from Sales,…

Steps

  1. Go to Contacts and click into a specific contact to see their balance summary.
  2. For sales documents, go to Get Paid → Invoices and filter or search by that contact's name.
  3. For purchase documents, go to Pay & Expenses → Bills and search by the supplier's name.
  4. Use Reports for a consolidated view of a contact's transaction history.

Related Articles

  • How Do Contacts Connect with Customer Statements?
  • How Do I Navigate to Invoices from Contacts?
  • What Is the Contacts Module Used For?

Was this article helpful?

Your feedback helps us improve our documentation.