Viewing a client’s Purchases page

On the Purchases page of a client profile, you can view and manage the purchases that a client has made during the selected date range. This page also shows all memberships and passes that were given to client for free, which is not shown on the Transactions page.

NoteStaff members must be assigned to a staff role with the View sales reports permission and the View past purchases permission to view the Purchases page. For more information, see Staff role permissions.

In this article:

    To view a client’s Purchases page:

    1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
    2. In the list of clients displayed, click the client’s name.
    3. On the side menu, click Account.
    4. On the Account menu, click Purchases.

    Summary cards on a client’s Purchases page:

    In addition to the summary cards listed below, there will be a summary card for every custom tax your business creates. These summary cards will indicate the total amount of that specific tax levied on all transactions during the selected date range.

    Summary cardDescription
    Total ItemsThe total amount of items the client purchased during the selected date range.
    Total Net SalesThe total amount of all transactions that occurred during the selected date range. Any discounts applied to transactions are included in this value, but any taxes, surcharges, and tips applied to transactions aren’t included.

    Additionally, void, refunded or failed transactions aren’t included in this value.

    Total TaxesThe total value of all your custom taxes applied to the purchases during the date range.

    This card only appears if your business has more than one custom tax.

    Headings on a client’s Purchases page:

    HeadingDescription
    Purchase IDThe Purchase ID for the sale. The Purchase ID can also be found next to the Purchase Number on the receipt.
    DateThe date on which the purchase was made.
    LocationThe name of the business location where the purchase took place.

    This column will only be displayed if your business has more than one location.

    Revenue CategoryThe revenue categories that were assigned to the items purchased.
    ItemThe item the client purchased.
    QuantityThe number of items the client purchased.
    AmountThe price of an item, excluding discounts, surcharges, taxes, and tips.
    SubtotalThis column displays the price of an item multiplied by the quantity of that item included in a transaction.
    Groupon CodeThe Groupon code applied to the purchase.
    Discount CodeThe discount code applied to the purchase.
    Discount AmountThe total dollar value of the discount applied to the purchase.
    Total Net SalesThe total amount of the transaction before taxes, surcharges, and tips but after any applied discounts.
    Custom TaxThe value of any custom taxes applied to the purchase.

    The report will include one column for each custom tax your business sets up.

    Total TaxesThe total amount of taxes applied to the transaction.

    This column only appears if your business has set up at least two custom taxes.

    TipsThe total amount of tips associated with the transaction.
    SurchargesThe value of the surcharge on the transaction.
    Total AmountThe total amount of the transaction after discounts, surcharges, taxes, and tips.
    FrequencyThe frequency at which the transaction occurs, either Recurring or One-time.
    UserThe name of the user who completed the purchase.

    If the purchase is an automatic payment for a Purchase Option, Automatic payment will appear in this column.

    Point of SaleWhere the purchase took place.
    ActionAn expandable menu that allows you to view the purchase details, and print, or email a receipt.

    Advanced filters on a client’s Purchases page:

     

    FilterDescription
    ClassesUse this filter to determine which classes to include in the report.
    Gift CardsUse this filter to determine which gift cards to include in the report.
    Display sales with discountsUse this filter to determine whether to include discounted sales in the report.
    Discount CodesUse this filter to determine which sales to include in the report based on which discount codes were applied to the sale.
    Groupon CodeUse this filter to determine whether purchases made with Groupon codes are included in the report.
    EventsUse this filter to determine which events to include in the report.
    Introductory OfferUse this filter to determine whether to include introductory offers in the report.
    GroupsUse this filter to determine which clients to include in the report based on their client group.
    NoteThis filter will pull any relevant information from the available fields. For example, if you filter for groups A, B, and C, the filter will find clients from group A, group B, group C, and any combination thereof, as opposed to only finding clients who belong to all three groups.
    Payment MethodUse this filter to determine which sales to include in the report based on the payment methods used.
    Accounting MethodUse this filter to determine which sales to include based on whether accrual or cash accounting methods were used. For more information, see FAQ: What is the difference between accrual and cash-based accounting?

    NoteIf you select the Accrual & Cash option for this filter, transactions may appear more than once on this page, which will cause an inaccurate value to be displayed in the Total Net Sales summary card.
    LocationsUse this filter to determine which locations to include in the report.
    Account Purchase OptionsUse this filter to determine which account Purchase Options to include in the report. Account Purchase Options are Purchase Options with Account Tab selected as the Purchase Option Service Category. For more information, see Creating or modifying a membership or Creating or modifying a session pass.
    Appointment Purchase OptionsUse this filter to determine which appointment Purchase Options to include in the report. Appointment Purchase Options are Purchase Options with Appointment selected as the Purchase Option Service Category. For more information, see Creating or modifying a membership or Creating or modifying a session pass.
    Class & Events Purchase OptionsUse this filter to determine which class/event Purchase Options to include in the report. Class/event Purchase Options are Purchase Options with Class/Events selected as the Purchase Option Service Category. For more information, see Creating or modifying a membership or Creating or modifying a session pass.
    Daily DealsUse this filter to determine which Groupon deals to include in the report.
    Gym Purchase OptionsUse this filter to determine which gym Purchase Options to include in the report. Gym Purchase Options are Purchase Options with Gym Visits Options selected as the Purchase Option Service Category. For more information, see Creating or modifying a membership or Creating or modifying a session pass.
    Package Purchase OptionsUse this filter to determine which package(s) to include in the report. To learn how to create a package, see Creating or modifying a package.
    OthersUse this filter to determine whether to include other purchases in the report.
    Relationship PaymentsUse this filter to determine which items to include in the report based on who made the purchase; the client who received the item or the client who paid for the item.

    This filter only appears if the client is a payer for another client, or if they have another client set up as their payer. For more information, see Assigning payment to a related client.

    If the client pays for another client, Payer is selected by default. If the client is set up with someone paying their transactions, Recipient is selected by default.

    When Payer is selected, the report will display transactions where this client paid for items.

    When Recipient is selected, the report will display transactions where this client received an item.

    Note If a client was previously set up with a payer, but now pays for their own transactions, purchases and auto-payments handled by the payer may not appear on the client’s Purchases page. These past transactions will still appear on the All Sales Report and the payer’s Purchases and Transactions pages.
    Auto-RenewUse this filter to determine which Purchase Options to include based on whether auto-renew is on or off.
    Point of SaleThe platform through which the sale was made.
    Revenue CategoriesUse this filter to determine which sales to include in the report based on the revenue categories they are classified under.
    Charged TaxesUse this filter to determine which sales to include in the report based on whether the client was or was not charged taxes.
    TaxesUse this filter to determine which sales to include in the report based on which tax types were applied to them. The options available in this filter are dependent on the taxes you have set up in your store. Selecting a tax filter will display all sales to which that tax was applied. Selecting the No taxes filter will filter for sales that do not have taxes applied to them.
    NoteIf the tax amount of a sale is manually changed to zero when the sale is made, the sale will still be considered taxed and can be filtered for using the appropriate tax filter.
    Bookable AssetsUse this filter to determine which Book-a-Spot assets to include in the report.
    AppointmentsUse this filter to determine which appointment types to include in the report.
    ProductsUse this filter to determine which product(s) to include in the report.
    Payment FrequencyUse this filter to determine which transactions should occur based on their frequency, either One-time, Recurring, or Both.
    Was this article helpful?
    (34 out of 34 people found this article helpful )

    What can we do better?

    Thank you!
    Thank you for contacting us. We have received your request and will get in touch shortly.

    Contact Us

    We're ready to help you with everything to make your business great, but first check out our Support Center for all the information you need!
    Client purchases and transactions - Viewing a client’s Purchases page