When you navigate to the account screen from the calendar, or the appointment, the account will show only the items on the customer's account for that specific day. However, you may want to view everything on the account up until today, or everything (including future appointments). You can change what the default view is to match your needs.
From the Dashboard, click on 'Settings->General Settings':
Click on the 'Account Settings' tab:
Choose the default view to match your needs:
The options are broken down as follows:
The date of the appointment: This will show items on the account that are for the date of the appointment only.
Everything up until today: Every item on this account up until today's date. This is useful if you have customers that pay a deposit or in advance.
Everything: This will display everything (past, present and future) that is on this specific account.
You can still change the view on a case-by-case basis directly from the account screen by choosing the view on the dropdown menu that appears near the top of the table.