Account Menu Tree

The Account Menu Tree is a dynamic, scrolling menu containing all of the many account settings along with objects you have recently worked on.

When you select an invoice or subscription to view, the selected object is dynamically added to the Account Menu Tree. To access sub-menus click the next to an entry. Items will disappear from the menu tree when you reload the page or search for another object.

Account

When you first view an account you are presented with a summary of the account details. Click the next to the Account entry to view more configuration options for the account.

Transactions

Transactions lists all transactions for an account. Double-click a transaction entry to view details of the transaction. When you open a transaction it appears in the Account menu tree under Transactions. You can view multiple transactions at once, without having to navigate between web pages. Click the next to the transaction item entry to view more information.

For more information, see The Transaction page.

Draft Transactions

Draft Transactions lists all transactions for an account that are still open. Click View next to a listed transaction entry to view details of the transaction. When you open a transaction it appears in the Account Menu Tree under Draft Transactions. You can view multiple draft transactions at once, without having to navigate between web pages.

Subscriptions

Subscriptions list all subscriptions for the account. Double-click a subscription entry to view details of the subscription. When you view a subscription in appears in the Account Menu Tree under Subscriptions. Click the next to the subscription entry to view more information. The sub-menus displayed depend on the type of subscription being viewed.

For more information, see Subscriptions.