Client Record
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      3. Client Record

      Client Record - Sales Tab

      How to view a Client's Purchase History

      Under the Sales Tab, you can view all the products and services that this individual client has purchased. Every ticket that has been cashed out for this client will show up here. This will be very valuable when the clients ask "What was the name of that product I bought last month?" type questions.

      Client List > [Specific Client] > Sales

       

      client sales tab

       

      Company Selection

      This is a feature offered for businesses with multiple locations. Select the company you wish to view purchases or choose All Companies.

      Print All Purchases

      Select the Print All Purchases button to print a report of the client's purchase history.