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On the Sales history page, you can view the sales and payments for a customer over any period.

For each sale and payment, the reference number, customer, date issued, transaction type, and sale or payment amount is listed. The status of each sale (Paid or Not paid) is shown in the Status column.

To view the sales history for a customer

To view the sales history for a customer 

  1. Go to the Sales menu and choose Sales history. The Sales history page appears.
  2. From the list, select the customer for whom you want to view sales and payments. If you want to view sales and payments for all customers, select All Customers.
  3. From the Date range list, select a time period. You can choose to view sales and payments for:
    • All dates
    • Today
    • This week
    • This month
    • This quarter
    • This financial year
    The sales and payments for the selected customer and time period appear in the list.
  4. Click the reference number of sale or payment in the list to view the original transaction.