Review customer transactions
Review recent sales and purchases for a customer and open the full transaction history.
In this guide
- Open customer details
- Review recent transactions
- Open the full history
1. Open customer details
From the customer list, tap the customer you want to review. The detail screen brings together sales, purchases, and settlement information for that customer.
2. Review recent transactions
Recent transactions show the type, date, items, amount, and whether the transaction is settled or on credit. Tap an item to open its details.
3. Open the full history
Tap View All when you need more records. Use the date and transaction type to find the history you need.