Customer Sales and Appointment History

Customer Sales History

Go to Customers > Search customer > Sales

The Sales tab shows sales linked to that customer. Use this when reviewing previous purchases, checking a customer’s transaction history, or finding a sale for a return/refund.

This can be a better way to locate a sale than going directly through Sales > History, especially if the customer has a long purchase history or you are unsure of the sale date.

Customer Appointment History

Go to Customers > Search customer > Sales

The Appointment tab shows all past and future upcoming appointments for this customer.