Navigation:  POSitive Software Orientation > Master Menus Ready Reference > Primary Centers > Customer Center > Transaction History

Displays month by month total purchases for any selected year for this individual customer..

To access this information

1) go to the Summary view of the Customer Center

2) select the "book" icon beside Last Date in the lower left corner of the summary details section

 

 

This opens the following screen

Purchases - value of all products purchased (includes tax) in the month

Payments - total of payments received.  Purchases made on Store Account (Accounts Receivable), are not included here until AR Payment is made.  Hence a balance will be calculated.

Returns - total value of inventory returned (includes tax) in the month

Paid Out - total amount of monies paid out in refunds for returned products or for simple services (return invoices)

Balance per month

The Items Purchased tab shows a sortable, printable list of items purchased.