Introduction

Use the Transactions page to filter and view sales by customer and date. This helps you review account activity and quickly create invoices when needed.

Finding Customer Transactions in XSiteIO

1. Go to ‘Price Book’ in the side menu, hover over ‘Accounts’, and select ‘Transactions’.
2. At the top of the page, choose your store and the customer whose transactions you want to view.
3. Use the date fields to set the date range you want to review (e.g., March 1–31).
4. Click ‘Generate’ in the top right corner. The filtered transactions will appear below.
5. To create an invoice from these transactions, click ‘Create Invoice’.
6. You’ll be taken to the new invoice page. Review the totals and details.
7. Click the save or print icon in the top left corner to finish.

Finding Customer Transactions in XSite Classic

1. Go to ‘Accounts’ in the side menu and select ‘Transactions’.
2. At the top of the page, choose your store and the customer.
3. Set the date range for the transactions you want to see.
4. The matching transactions will load automatically.
5. Click the ‘Create Invoice’ button to generate an invoice.
6. Review the totals and details on the new invoice page.
7. Click the save or print icon in the top left corner to complete the process.