Customer Transaction History

November 11, 2022


Benefits of viewing transaction history 

Customer data at a glance 
Pull up a customers’ purchase history with the click of a button. The customer transaction history feature allows you to answer specific questions without holding up a line at the register.  

Build stronger customer connections 
Advise customers based on their previous purchase history or quickly reprint an old receipt. Easily accessible sales history helps you build a personalized in-store experience and improve customer loyalty. 

Viewing transaction history 

When in the POS, you can either use the blue Recent Sales function button, which will open up the recent sales in the current register you are using, or you can choose the customer whose history you'd like to see.
If doing the latter, the POS screen shows you the customer's purchases when clicking either the Details or the Purchases buttons under their name.

Both of these buttons will open up the current customer's transaction history. The customer's transaction history is located at the bottom of their customer card under the Previous purchases section.