Viewing customer sales history

Your sales history for a particular customer can be easily accessed via the Address Book.

Use the Accounts Summary link to see a detailed history.

You can also access the Accounts Summary via a Sales order.

From here, you can search for additional Sales Orders within a date range or Sale Type or a particular status. There is a Reports button that will navigate you to the Sales Order reports using the same search criteria. You can also print or reprint invoices using the Print Invoice button.

 

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