Money history helps you understand invoices, quotes, credits, payments, and outstanding balances before taking action.

What this feature is for

• Money history helps you understand invoices, quotes, credits, payments, and outstanding balances before taking action.

When to use it

• You are about to follow up on payment, create a quote, issue credit, or discuss account status.
• A customer asks about billing.

Do it manually

1. Open the customer record.
2. Review the Money panel or related documents.
3. Check open invoices, quotes, credits, and payments.
4. Open the specific document before taking action.
5. Create a task or message when follow-up is needed.

Ask Faster AI

Summarize this customer money history. Include unpaid invoices, recent payments, credits, quotes, and what I should do next.

Review before saving or publishing

• Check that the right person, company, and opportunity are linked.
• Review recent timeline activity before assigning tasks or sending follow-up.
• Keep notes factual and customer-safe because teammates may rely on them later.

Common mistakes and fixes

• If a record looks incomplete, check related company, inbox, website activity, and plugin panels.
• If duplicate records appear, review candidates before merging.
• If a task is missed, confirm owner, due date, and reminder workflow.

Placeholder media

• Screenshot placeholder: Replace with an annotated screenshot of review customer money history.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Send an invoice
• Track invoice status