To view sales in the Sales Register

If you haven’t already read the Sales Overview, see Reviewing your sales information for more information.

The Sales Command Center or the Sales window should be displayed.

  1. Click the Sales Register button (from the Sales Command Center) or Register button (from the Sales window).
  2. Select the tab of the sales category you’d like to view.
  3. You can view sales for all or just one of your customers. To view sales for one customer, select Customer in the Search By field, then enter the customer’s name in the second field.

If you selected the Recurring Templates tab, you’ll search by the name of the template.

  1. Enter a date range in the Dated From field. (You won’t have to enter a date range if you selected the Returns and Credits or Recurring Templates tab.)
  2. A list of sales will appear. Click the zoom arrow to view detail about the original sale.

To view sales in the Sales Register