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  • Sales history




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

Let's take a look.


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. Select a customer to view their sales and payments. If you want to view sales and payments for all customers, select All Customers.
  3. Choose a Date range. You can choose to view sales and payments for:
    • All dates
    • Today
    • This week
    • This month
    • This quarter
    • This financial year
  4. (Optional) Click a transaction's Reference number to view the transaction details.

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