To view a client’s Purchases page, use the Search button in the Top Nav Bar to search for a client, click their name in the list, then click Account > Purchases.

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. Unlike the Transactions page, this page also shows all memberships and passes that were given to client for free.

The View sales reports and View past purchases staff role permissions are required to view the Purchases page.

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 card	Description
Total Items	The total amount of items the client purchased during the selected date range.
Total Net Sales	The total value of all transactions during the selected date range, including discounts and surcharges. Taxes and tips aren’t included. Additionally, voids and refunds are deducted from this value, and failed transactions aren't included.
Total Taxes	The 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

Heading	Description
Purchase ID	The Purchase ID for the sale. The Purchase ID can also be found next to the Purchase Number on the receipt.
Date	The date on which the purchase was made.
Location	The 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 Category	Any revenue categories selected for the item. If no revenue category was selected, this column will appear empty. When the item listed represents a payment toward another item, such as a payment plan or deposit, the revenue category associated with the originally purchased item is listed.
Item	The name of the item that was sold. When a payment is made toward an item or account balance, such as a payment plan, deposit, or account payment, the type of payment made is listed in this column.
Quantity	The number of items the client purchased.
Price	Displays the price of an item, excluding discounts, surcharges, taxes, and tips.
Subtotal	This column displays the price of an item multiplied by the quantity of that item included in a transaction.
Discount Code	The discount code applied to the purchase.
Discount Amount	The total dollar value of the discount applied to the purchase.
Total Net Sales	The total value of the transaction, including discounts and surcharges, but excluding taxes and tips.
Custom Tax	The value of any custom taxes applied to the purchase. The report will include one column for each custom tax your business sets up.
Total Taxes	The total value of taxes applied to the transaction. This column only appears if your business has set up at least two custom taxes.
Tips	The total value of tips associated with the transaction.
Surcharge	The total surcharge amount associated with the transaction. This column is only displayed if you set the Surcharge setting to ON in your store settings.
Total Sales	The total value of the transaction after discounts, surcharges, taxes, and tips.
Total Paid	The total amount paid by clients using the payment methods specified under the Payment Method column.
Payment Method	The payment method used to complete the transaction.
Frequency	The frequency at which the transaction occurs, either Recurring or One-time.
User	The 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 Sale	Where the purchase took place.
Action	An expandable menu that allows you to view the purchase details, and print, or email a receipt.

Advanced filters on a client’s Purchases page

Filter	Description
Classes	Use this filter to determine which classes to include in the report.
Gift Cards	Use this filter to determine which gift cards to include in the report.
Display sales with discounts	Use this filter to determine whether to include discounted sales in the report.
Discount Codes	Use this filter to determine which sales to include in the report based on which discount codes were applied to the sale.
Events	Use this filter to determine which events to include in the report.
Introductory Offer	Use this filter to determine whether to include introductory offers in the report.
Groups	Use this filter to determine which clients to include in the report based on their client group. Note: This 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 Method	Use this filter to determine which sales to include in the report based on the payment methods used.
Accounting Method	Use this filter to determine which sales to include based on whether accrual or cash accounting methods were used. For more information about accrual and cash accounting methods, see FAQ: Reports. Notes: If an account tab session pass, account tab membership, or dollar value gift card was sold along with other items or as part of a package, then the account tab session pass, account tab membership, or dollar value gift card won’t be displayed when Accrual is selected. If 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.
Locations	Use this filter to determine which locations to include in the report.
Account Purchase Options	Use 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 Options	Use 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 Options	Use 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.
Gym Purchase Options	Use 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 Options	Use 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.
Others	Use this filter to determine whether to include other purchases in the report.
Relationship Payments	Use 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-Renew	Use this filter to determine which Purchase Options to include based on whether auto-renew is on or off.
Point of Sale	The platform through which the sale was made.
Revenue Categories	Use this filter to determine which sales to include in the report based on the revenue categories they are classified under.
Charged Taxes	Use this filter to determine which sales to include in the report based on whether the client was or was not charged taxes.
Taxes	Use 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. Note: If 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 Assets	Use this filter to determine which Book-a-Spot assets to include in the report.
Appointments	Use this filter to determine which appointment types to include in the report.
Products	Use this filter to determine which product(s) to include in the report.
Payment Frequency	Use this filter to determine which transactions should occur based on their frequency, either One-time, Recurring, or Both.