Customer Purchase History

The customer purchase history gives you a report detailing sales made to a specific customer in a CSV spreadsheet format. Access this report by going to

Reports > Sales > Customer Purchase History

Running the Report

  • Customer – select which Customer to view the report of sales made
  • Start Date / End Date – Select the date range for the report

When ready click Download Report

Viewing the Report

A spreadsheet will then download to your computer containing the breakdown of sales made to this customer. This report details:

  • Date
  • Invoice
  • Customer Reference
  • Sales Type
  • Product
  • Quantity
  • Rate
  • Total
  • Description

See how IRIS KashFlow works with your business and your books