Financial information shown in contact records
The Financial Records section of the Financial tab of a client contact record shows the client's payments, invoices, and credit notes.
Each financial record entry of the Financial Records section can have a different icon and color. This table gives:
- Each icon and the record type that it identifies
- Each color and the information that the color identifies
| Icon | Record type | Color | Information |
|---|---|---|---|
| Invoice | Bright yellow | The invoice is not fully paid. | |
| Invoice | White | The invoice is fully paid. | |
| Payment | Bright green | Only some of the payment has an allocation to a different financial record. Applicable financial records are:
| |
| Payment | Pale green | All of the payment has an allocation to a financial record. Applicable financial records are:
|
Tip: To open a financial record directly from the Financial Records section, double-click the applicable entry.