Where can I find customer transactions?
Navigating Customer Transaction Records
Written by Michael Cook
Updated at February 27th, 2024
Introduction
The transaction page allows you to filter transactions based on a specific customer and date range. This allows you to see only a specific date range for a customer's transactions (e.g., an entire month). From here, you can create an invoice for that customer based on the transactions that you have filtered.
Finding Customer Transactions in XSiteIO
- Navigate to the ‘Price Book’ tab in the side menu, hover the mouse over ‘Accounts’, and select ‘Transactions’.
- At the top of the transactions page, you'll find options to select your store and the specific customer whose transactions you wish to view. Make your selections accordingly.
- Specify the date range for the transactions you want to review. For instance, if you're looking to examine transactions for the month of March, select from March 1st to March 31st.
- After setting your parameters, click on ‘Generate’ in the top right corner. The relevant transactions will then load on the screen.
- Once you've reviewed these transactions and are ready to create an invoice, click on the 'Create Invoice' button.
- Following the creation of the invoice, you will be redirected to the newly generated invoice page. Here, you can review the totals and details of the invoice. Once everything is verified, proceed to either save or print using the icons in the top left corner.
Finding Customer Transactions in XSite Classic
- Navigate to the ‘Accounts’ tab in the side menu, and than select ‘Transactions’.
- At the top of the transactions page, you'll find options to select your store and the specific customer whose transactions you wish to view. Make your selections accordingly.
- Specify the date range for the transactions you want to review. For instance, if you're looking to examine transactions for the month of March, select from March 1st to March 31st.
- After setting your parameters, the relevant transactions will load on the screen. Once you've reviewed these transactions and are ready to create an invoice, click on the blue 'Create Invoice' button.
- Following the creation of the invoice, you will be redirected to the newly generated invoice page. Here, you can review the totals and details of the invoice. Once everything is verified, proceed to either save or print using the icons in the top left corner.