Every time you received payment for a transaction, Copper records the transaction in its database. At any time, you can view past transactions regardless of the date on which they occurred. To view a previously recorded transaction: - Click on the View button on the main window toolbar.
- Select the Transactions item from the popup menu to open the Transactions List.
- Click within the Transactions List to select the transaction you wish to view.
- Click on the View button on the toolbar of the Transactions List window.
Only the salesperson with administrative privilege can edit or delete a transaction from the transaction list.
- Click on the View button on the main window toolbar.
- Select the Transactions item from the popup menu to open the Transactions List.
- Click within the Transactions List to select the transaction you wish to view.
- Click on the Delete or Edit buttons on the toolbar of the Transactions List window.
This window also gives you the option to Preview or Print the transactions list, or Delete a transaction.