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Find a specific customer's transaction in POS365

In this guide, we will show you how to easily find a customer's purchase history in POS365.

In this guide, we will show you how to easily find a customer's purchase history in POS365. This applies only for customers who are registered in Business Central.


Step 1:

find a specific customers transaction in pos365
Open the 'Customers' view

Note:

This function can be added or removed through the screen designer


Step 2:

find a specific customers transaction in pos365

1) Search for the customer or find it on the list of customers

2) Click 'Edit' at the right side of the customer line



Step 3:

find a specific customers transaction in pos365

Click 'History'


Step 4:

find a specific customers transaction in pos365

Search for a specific receipt, or press the enter button to search for all receipts on the customer.

Click on the receipt you want to access.

 

Step 5:

find a specific customers transaction in pos365

Choose whether you want to show or print the receipt