today
View customer balance transactions in the UI
We've added a dedicated Balance History page that gives you full visibility into how customer balances change over time.
What's new
- Transaction timeline: See all balance changes in chronological order with running balance calculations
- Rich details at a glance: View transaction amounts, types, creation dates, and associated invoices or credit blocks
Access the Balance History from any customer's detail page by clicking the new "View balance history" link in the Account Balance section.