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How do I view a Customers paid and unpaid Sales?

To view a Customers' paid and unpaid Sales, choose Customers > List

Click on the Customers’ name 

This is the Customer file, the Sales section shows all the Customers' Sales

Click on the All tab to view all Sales for this Customer

how-do-i-view-a-customers-paid-and-unpaid-sales Click on the Unpaid tab to view all unpaid Sales for this Customer

how-do-i-view-a-customers-paid-and-unpaid-sales Click View against the Sale to open the Sale

A new Sale for this Customer can be created using the New Salebutton

For more information about Sales see Sales

You can view a Customers' paid and unpaid Sales, in two places:

1. Via the Customer List

2. Via the Reservation tile on the Booking screen

VIA THE CUSTOMER LIST

Tap Customers then tap the Customer Name

Select Sales from the Info / Reservations / Sales / Stats toggle

how-do-i-view-a-customers-paid-and-unpaid-sales

The Sales will be listed in order, with the most recent first, and are grouped by month

Close, Paid & Unpaid Sales will be in BLACK

Open, Paid Sales will be in GREEN

Open, Unpaid Sales will be RED

VIA THE RESERVATION BOOKING TILE

Tap directly on the Reservation tile, scroll down to the Customer field and tap on it, then tap View Customer File

how-do-i-view-a-customers-paid-and-unpaid-sales

Select Sales from theInfo / Reservations / Sales / Stats toggle

how-do-i-view-a-customers-paid-and-unpaid-sales

You can view a Customers' paid and unpaid Sales, in two places:

1. Via the Customer List

2. Via the Reservation tile on the Booking screen

VIA THE CUSTOMER LIST

Tap Customers then the Customers name

Select the SALES tab

how-do-i-view-a-customers-paid-and-unpaid-sales

The Sales will be listed in order, with the most recent first, and are grouped by month

Closed, Paid & Unpaid Saleswill be in BLACK

Open, Paid Saleswill be in GREEN

Open, Unpaid Sales will beRED

VIA THE RESERVATION BOOKING TILE

Tap directly on the Reservation tile and then on the Customers' name

how-do-i-view-a-customers-paid-and-unpaid-sales

Tap the SALES tab

how-do-i-view-a-customers-paid-and-unpaid-sales

To view the details of a specific Sale, tap directly on the relevant Sale in the list


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