If you need to review what products a customer has purchased outside of a plan, you can via the Purchases History option.
- Locate your Customer in Stax Bill.
- Click on Details for that Customer.
- From Customer Menu, click on Purchases.
- The Purchase History screen displays the Products purchased outside of Plans, including the Date of Purchase and Amount charged.
- Click on Details to open a transaction. This will provide the details relating to the purchase.