To view a client’s Purchases page, click Search 
at the top of the page, enter the client's name, 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.
Key tips
If a transaction has been modified, those modifications will appear on the client’s Transaction page but not in their purchase history.
The View sales reports and View past purchases staff role permissions are required to view the Purchases page.
Viewing options on a client’s Purchases page
Viewing option | Description |
|---|---|
Accounting method | Determines which sales to include based on whether accrual, cash, or accrual and cash accounting methods were used. For more information about accrual and cash accounting methods, see FAQ: Reports. Notes:
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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 |
|---|---|
Net Items Sold | The total amount of items the client purchased during the selected date range, excluding refunds. Note: If you charge surcharges to your clients, each surcharge is counted as a separate item in this card. |
Total Net Sales | The total value of all transactions during the selected date range, including discounts and surcharges. Taxes, tips, and failed transactions aren’t included. Additionally, voids and refunds are deducted from this value. Manual account debits and credits won’t be included in this summary card and will only be displayed in the report if Accrual or Accrual & Cash accounting method filters are selected. |
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. Note: In Item View with Cash accounting, the card may show an amount in brackets. This is the tax from a split payment paid by gift cards, account balances, and failed ACH. |
Tips | The total value tips made for purchases and services during the selected date range, excluding failed and voided transactions, and refunded tips. Note: In Item View with Cash accounting, the card may show an amount in brackets. This is the tip from a split payment paid by gift cards, account balances, and failed ACH. |
Total Paid | The total amount successfully paid for items during the selected date range. This amount is calculated based on the sum of the Total Paid column. |
Columns on a client’s Purchases page
Column | 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 location(s) where the transaction was made. This column is only displayed if your business has more than one location. Note: Payments applied to purchases on account made before December 16, 2025 display the client’s home location instead. |
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(s) that were sold. When a payment is made toward an item or account balance, such as a payment plan, deposit, or account payment, the applicable item is listed. Penalty charges for a late cancel or no-show are listed as Penalty for late cancel or no-show for [service name]. When the threshold for your Cancellation & no-show penalties business policy is greater than one, the service name reflects the last visit that caused the client to exceed the threshold. If you have surcharges enabled in your store settings, each surcharge is listed as a separate item, labeled as Credit Card Surcharge or ACH Surcharge depending on the payment method used. Note: The following payment types may not display the associated item name in the Account Balance History or sales reports and may instead appear as Account Payment:
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Quantity | The number of items the client purchased. In Item View, if an item was only partially paid using an account payment, the quantity shows as 0 and a note icon appears. Once the final payment is made, the quantity updates to 1. |
Price | Displays the price of an item, excluding discounts, surcharges, taxes, and tips. Note: With each partial payment towards the account balance, this page displays the items' original prices at checkout. These figures serve as references for what the client was originally charged. |
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 amount of the discount applied to the transaction, if any. |
Total Net Sales | The total value of the transaction, including discounts and surcharges, but excluding taxes and tips. Note: For split payments, this page shows the breakdown of payment methods in a tooltip in the Total Net Sales, Custom Tax, Total Taxes, and Tips columns when the Cash accounting method is selected. |
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. Note: For split payments, this page shows the breakdown of payment methods in a tooltip in the Total Net Sales, Custom Tax, Total Taxes, and Tips columns when the Cash accounting method is selected. |
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. Note: For split payments, this page shows the breakdown of payment methods in a tooltip in the Total Net Sales, Custom Tax, Total Taxes, and Tips columns when the Cash accounting method is selected. |
Tips | The total value of tips associated with the transaction. Note: For split payments, this page shows the breakdown of payment methods in a tooltip in the Total Net Sales, Custom Tax, Total Taxes, and Tips columns when the Cash accounting method is selected. |
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. Note: If a membership conversion is charged entirely to a client's account balance and a prorated credit from a previous membership was applied, this column displays the Total After Credits amount. This is the converted membership price minus the prorated credit, rather than the full membership price. |
Payment Method | The payment method used to complete the transaction. Note: If a membership conversion is charged entirely to a client's account balance and a prorated credit from a previous membership was applied, a note icon appears beside the payment method. Hover over the icon to see the message: Includes prorated credit from [old membership name]. |
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. |
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. |
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. |