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Client Purchase History

Table of contents

View Past Purchases #

  1. Click on Clients
  2. Type in the client name at the top to search for the client.
    Note: You can use Show Options to change the search criteria.
  3. Click Search.
  4. Click on the Purchases tab.
  5. View either the full invoices or the individual products/services they have purchased

Edit/Re-print Past Purchases #

  1. Click on Clients
  2. Type in the client name at the top to search for the client.
    Note: You can use Show Options to change the search criteria.
  3. Click Search.
  4. Click on the Purchases tab.
  5. View either the full invoices or the individual products/services they have purchased
  6. Click the more icon.
  7. Click Edit.

  8. Re-printing or emailing a past invoice is also possible in this menu.
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Updated on December 27, 2022