Purchase History
complete
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Kyla McCallum
It would make things so much easier if instead of just product purchase history, it shows all purchase history for each client in one place on their client card. This way we don't have to go through multiple days, weeks, months, on the "Sales," tab in order to access each individual ticket.
Autopilot
Merged in a post:
Access the "sale screen" or "past invoices" through their Client Card
A
Anna Cottone
Access the "sales transaction" or "past invoices" through their Client Card. You can see their previous purchases, but it would be great to click on the purchase and have it take you to the sales transaction. Currently, in order to get into a past sale, you have to find it through the 'Sales' screen. This would just help take out a step when investigating past sales :)
B
Betty Thomas
Thank you! This is awesome!
Cahir Hennessy
updated the status to
complete
B
Becky Raik
Cahir Hennessy Yay! This is so HUGELY helpful!
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Mike Messenger
Cahir Hennessy Love this so much!
Cahir Hennessy
This is now rolling out to everyone - https://phorest.canny.io/changelog/client-card-see-all-past-transactions-in-one-place
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Heather Stafford
Cahir Hennessy this is fantastic!! Such a great update that allows the front desk to be way more efficient and keep clients from having to wait longer than necessary.
H
Heather Stafford
Cahir Hennessy looking at the sales history under the client card, it would be helpful to include if the description said payment on account instead of sale when the transaction is for that purpose.
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Ellen Russell
itemised transactions too - its hard to figure out the individual prices of services charged too
Angela Olsen
And to keep it in order of last purchased at the top, not just the random list we have now, it takes so long to scroll to the end. Like a "most purchased" product section at the top and then the rest below. This is for when we are selecting at POS for the client to purchase.
Tomás de Vasconcellos
Merged in a post:
Purchase History
A
Alowan Ferrens
Create a purchase history that shows all services paid for
A
Ashley Henderson
YES! Maybe keep client transaction history in the wallet of all purchases made.
Cahir Hennessy
Merged in a post:
Add Transacation history to client profiles
(
(Spa Manager) Eliza Oakden
To be able to see all transactions including charges and refunds for that client in their history
Cahir Hennessy
Merged in a post:
Access a client's past sales and receipts from their client card
M
Mary
If a client asks our front desk staff to print out a previous transaction from a few months ago the process is to look up the past time they were in via client card, then go to sales, then go to the specific day in question, then search for the client on that day. It takes way too long and too many clicks to access this important information.
When we have guests waiting to check out and phones ringing it can feel so frustrating to complete this simple task.
In other systems all of the clients past information is in one place. You click on ticket history, then double click on the one you want to pull up, then press print. That is 4 clicks.
Currently in phorest we can't even search for a clients past ticket without going to the specific day they were in.
There needs to at least be a way to search the entire data base for one clients past tickets, and also have a tab in their client card with this information. A simple double click on the transaction to pull it up.
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