Customer History provides a complete record of activity for each Customer. From past Estimates and Orders to Payments and overall Account activity, this feature makes it easy to review and track a Customer’s interactions within your system.

Table of Contents

• Orders Tab or Estimate Tab
• Payments Tab
• Account Tab
• Purchase Orders

Navigate to Sales Module / Customer / History.

Orders Tab or Estimate Tab

The Orders and Estimates tabs display the same type of information, with each applying to its respective records. The example below uses Orders.

a. Checking this box allows you to see Voided Orders.

b. This allows you to select multiple records to Email or Download. For more information on this process, please see Email Multiple Invoices or Estimates.

c. Easily see key details for each Order at a glance, or open the Order to review full information.

d. This icon allows you to Print or Download Invoices.

Payments Tab

In the Payments tab, you can view the Customer's Payment History.

a. Easily see key details for each Payment at a glance.

b. Payments that contain more than one method will be listed as Multiple. Hover over this to show more details. See example below.

c. Clicking on an Invoice Number will bring that Order in a new tab.

Example:

Account Tab

The Account tab provides a history of updates to the Customer Account, including actions such as adding Contacts, emailing Statements, and more. It also records who made each change.

Purchase Orders

The Purchase Orders tab displays all Purchase Orders linked to the Customer, making it easy to review and track supplier-related activity in one place.

a. Easily see key details for each Purchase Order at a glance.

b. This link opens up the Purchase Order.

c. This link opens up the Order.