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Initial commit - QBPOS Help

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Kristen Hercules
2026-01-27 18:07:54 -06:00
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Receipts">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Display Customer Purchase History</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 12PT */
* { font-size: 12pt !important; }
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
</style>
<style title="hcp" type="text/css">
<!--
span.hcp1 { color:#c0c0c0; }
-->
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Display Customer Purchase History</p>
<p class="Help-Text"><a href="receipt1016.htm">Sales Returns</a> <span class="hcp1">|</span> <a href="receipt1016.htm">Exchanges</a> <span class="hcp1">|</span> <a href="receiptsoverview.htm">Sales Overview</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; color: #800000;"><span>Basic</span> </p>
</div>
<p class="Help-Note">This information applies while making a sales receipt. You can also access <a href="../qbpos_customers/cust910.htm">customer history</a> directly from the customer list or record.</p>
<p class="Help-Info-Line">To display a customer's purchase history:</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps"><a href="receipt1029.htm">List the customer</a> on the receipt in the normal manner.</p>
</li>
</ol>
<ol start="2">
<li class="p-Help-Steps">
<p class="Help-Steps">Click the <span style="font-weight: bold;">View/Edit</span> button to the right of the customer name on the receipt.</p>
</li>
</ol>
<p class="Help-Indent"><img src="../image/cust_edit_on_doc.gif" alt="" style="border: none;" width="194" height="79" border="0"></p>
<p class="Help-Indent">The customer record is displayed, including a summary of the customer's purchase history. &#160;<a href="../qbpos_customers/cust910.htm">Learn more</a>.</p>
<ol start="3">
<li class="p-Help-Steps">
<p class="Help-Steps">When done, close the customer window to return to the receipt in progress.</p>
</li>
</ol>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">(Pro) This feature is also available from <a href="../qbpos_customer_orders/custorder_overview.htm">customer orders</a> and open customer orders are displayed in the customer's purchase history.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/basic_edit_documents.htm">Edit a saved receipt</a></p>
<p class="Help-Main-Topic-Links"><a href="receipt1012.htm">Reverse and correct a receipt</a></p>
</body>
</html>