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.