Purchase History
The Purchase History tab on every client profile shows every order, sale, and return recorded against that client — from the very first transaction to today.
Accessing purchase history
- Open any client profile
- Click the Purchase History tab
The table shows one row per order, sorted newest first.
Column reference
| Column | Description |
|---|---|
| Order # | Unique order identifier — click to open the full order |
| Date | Date the order was created |
| Items | Number of line items |
| Products | Preview of the first 2 product names |
| Subtotal | Total before tax |
| Tax | Tax amount |
| Total | Final order total |
| Paid | Amount paid so far |
| Balance | Remaining unpaid amount |
| Status | Paid / Partial / Unpaid / Overdue / Cancelled |
| Invoice | 📄 icon to download the PDF invoice directly |
Filtering purchase history
Use the filter bar at the top of the tab:
| Filter | Options |
|---|---|
| Date range | Custom date picker |
| Status | Paid, Partial, Unpaid, Overdue, Cancelled, All |
| Product | Filter to orders containing a specific product |
| Order value | Greater than / less than a threshold |
| Sales rep | Filter to orders placed by a specific team member |
Summary statistics panel
Above the history table, a summary panel shows key stats for the current filter (or all time if no filter is applied):
| Stat | Description |
|---|---|
| Total orders | Count of orders in the filtered set |
| Total revenue | Sum of order totals |
| Average order value | Total revenue ÷ count |
| Total items sold | Sum of all line item quantities |
| Most purchased product | Top product by total quantity |
| Days between orders | Average gap between consecutive orders |
Viewing a specific order
Click any order number to open the full order detail. From there you can:
- View line items, pricing, and any discounts applied
- See payment history (who paid, when, how much)
- Resend the invoice email
- Download the invoice PDF
- Add a note to the order
- Process a return or credit note
Recording a return
- Open the order you want to return
- Click Create Return
- Select which line items and quantities to return
- Select the return reason: Faulty, Wrong item, Change of mind, Overdelivery, Other
- Choose how to handle the credit:
- Refund to original payment method
- Store credit (applied to their account for future orders)
- Credit note (creates a PDF credit note)
- Choose whether to restock the returned items (if yes, select the destination warehouse)
- Click Confirm Return
The return appears in the purchase history table with a ↩️ icon and negative value.
Purchase analytics
For a deeper analysis of one client’s buying patterns, go to Reports → Sales → Client Report and select the client. This report shows:
- Monthly revenue trend (bar chart, last 24 months)
- Revenue by product category (pie chart)
- Order frequency heatmap (which months are they most active)
- Top 10 products by spend
- Payment behaviour (average days to pay)
Exporting purchase history
- Click Export above the table
- Choose CSV or PDF
- The export respects any active filters
The CSV includes all table columns plus additional detail: payment method, warehouse, and notes per order.