Looking Up Purchase History

1. Click on the toolbar.

The Appointments for window displays.

2. In the Client field, type the client's name in "lastname,firstname" format and press Enter, or double-click in the field and locate the client's profile using the Quick Search window.

The client's details display.

3. Click .

The client's purchase history displays.

4. Complete the following as necessary:

• Display specific transactions

  1. Select one of the following options in the Show field:

  • Services = Select to show transactions involving services.

  • Retail = Select to show transactions involving products.

  • Gift Cards = Select to show transactions involving gift certificates.

  • Pkg/Series = Select to show transactions involving packages and series.

  • Memberships = Select to show transactions involving memberships.

  • Accounts = Select to show transactions involving account payments and charges.

   

• Print purchase history

  1. Click Print.

  The Date and Text Entry window displays.

  2. Complete one of the following:

  • Print the purchase history for a specific date range = Select the date range for which to view data in the From Date and To Date fields.

  • Print the client's full purchase history = Select Include all history.

  3. Click Ok.

  A print preview displays.

  4. Click the Print button on the toolbar.

  The Print window displays.

  5. Select a printer.

  6. Click Print.

   

• Reprint the receipt for a transaction

  1. Select the transaction.

  2. Click Receipt.

   

• Reprint the invoice for a transaction

  1. Select the transaction.

  2. Click Invoice.

  The Page Setup window displays.

  3. Click OK.

  The Print window displays.

  4. Select a printer.

  5. Click Print.

   

• View details for unused series

  1. Click .

  Tip:  Select Show All to view details for used and expired series.

   

• View details for unused packages

  1. Click .

  Tip:  Select Show All to view details for used and expired packages.

   

• View details for unused gift certificates

  1. Click .

  Tip:  Select Show All to view details for used and expired gift certificates.

   

• View details for unused tanning packages

  1. Click .

  Tip:  Select Show All to view details for used and expired tanning packages.

   

• View details of reward point accrual

  1. Click .

   

• View future appointments

  1. Click Appt Listing.

   

related links

Looking Up Account Details