You are viewing the documentation for an old version of Ovatu (Classic)

How do I view a Customers' paid and unpaid Sales?

To view a Customers' paid and unpaid Sales, choose Customers > List

Click on the Customers’ name 

This is the Customer file, the Sales section shows all the Customers' Sales

Click on the All tab to view all Sales for this Customer

Click on the Unpaid tab to view all unpaid Sales for this Customer

Click View against the Sale to open the Sale

A new Sale for this Customer can be created using the New Sale button

For more information about Sales see Sales

You can view a Customers' paid and unpaid Sales, in two places:


1. Via the Customer List

2. Via the Reservation tile on the Booking screen


VIA THE CUSTOMER LIST

Tap Customers then tap the Customer Name

Select Sales from the Info / Reservations / Sales / Stats toggle


The Sales will be listed in order, with the most recent first, and are grouped by month


Close, Paid & Unpaid Sales will be in BLACK

Open, Paid Sales will be in GREEN

Open, Unpaid Sales will be RED


VIA THE RESERVATION BOOKING TILE

Tap directly on the Reservation tile, scroll down to the Customer field and tap on it, then tap View Customer File


Select Sales from the Info / Reservations / Sales / Stats toggle

You can view a Customers' paid and unpaid Sales, in two places:

1. Via the Customer List

2. Via the Reservation tile on the Booking screen


VIA THE CUSTOMER LIST

Tap Customers then the Customers name

Select the SALES tab


The Sales will be listed in order, with the most recent first, and are grouped by month

Closed, Paid & Unpaid Sales will be in BLACK

Open, Paid Sales will be in GREEN

Open, Unpaid Sales will be RED



VIA THE RESERVATION BOOKING TILE

Tap directly on the Reservation tile and then on the Customers' name


Tap the SALES tab

To view the details of a specific Sale, tap directly on the relevant Sale in the list

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