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Sample Customer History |
  
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Sample Customer History |
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Customer History - to review customer's prior invoices without leaving the invoice screen (see Pre-Defined ) |
NOTE: the invoice must be assigned to a customer by name. If it is a quicksale, choose Edit Bill To button and select the desired customer.
Opens Invoice History screen and displays only invoices from the selected customer. |
Opens Invoice History screen and displays only invoices from the selected customer. |
While in touchscreen mode, employees may need access to Customer History. This screen lists all invoices for the designated customer with tools for searching, cloning, and printing old invoices. Search - enter invoice number Clone - copy highlighted invoice as a new invoice Print - print or preview the highlighted invoice
If more information is needed, consider using the Manager Mode button to run the back office screens.
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