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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
- Go to the Sales menu and choose Sales history. The Sales history page appears.
- Select a customer to view their sales and payments. If you want to view sales and payments for all customers, select All Customers.
- Choose a Date range. You can choose to view sales and payments for:
- All dates
- This week
- This month
- This quarter
- This financial year
- (Optional) Click a transaction's Reference number to view the transaction details.